|Day Low/High||178.95 / 181.11|
|52 Wk Low/High||90.17 / 180.48|
Okay folks, here we go and welcome to today's Daily Diary. As Doug mentioned, I'll be taking the helm today -- and to get us started we'll have several financials issuing their quarterly results. We've also got several pieces of economic data coming...
I have been among the most wary of China and its ability to change. I remain that way. But the U.S. got more than I ever thought.
There is no inflation for the Fed to fight with higher rates, and the notion that low interest rates create asset bubbles is overrated.
Digging into the data, the numbers do appear to be quite the mess.
The positive news flow keeps tripping up market participants that are looking for some pullback to relieve overbought conditions.
* Another lesson learned? * Avoid "Group Stink" * The consumer is likely less buoyant and healthy than the consensus assumes * QE/liquidity may show up in Target's price earnings multiple but not in its Holiday sales comps! "We faced challenges thro...
Earnings reports are solid but this overbought market is looking for a good reason to consolidate a big move.
The big tech names are once again surging, and as long as they keep their noses clean, that should continue.
The fieldwork of J.P. Morgan's Mathew Boss, the dean of the retail group, is coming up with some pretty shocking results.
How to prepare your portfolio and be opportunistic in the face of this geopolitical instability.
Expect the new to be old, and the bad to be good -- and Apple and Tesla to be real snoozers -- this year.
Read between the lines in the PR release and there's still a lot to act on in the areas of smart TVs, smart homes, and streaming services - that's how to play AMZN.
I do believe that Amazon is a long term buy, and even if political pressure does build to break the firm up into smaller pieces, that would be in the end a positive for shareholders.
I think KHC stock is done dropping and could be one of the surprise performers for 2020.
RealMoney's Eric Jhonsa offers some predictions for what the tech world will witness in the new year.
Earlier today before all the U.S.-China trade stuff boiled over, I was asked the following question: "Chris, what are your favorite small cap tax loss bounce plays for end of year...that aren't massively fundamentally challenged?" We're in that tim...
What matters to me is that Costco's model works perfectly in a trade war. Oh, and irony of ironies: you know where it works best? Shanghai.
There are a few traditional retailers left that appear to have figured it all out. None are true department stores. I think one has to include COST.
There's no real millennial analyst cohort on Wall Street. But the Toll Brothers analyst call illuminates some key trends.
Will President Trump's administration move ahead with plans to turn up the heat on China in such a way that U.S. consumers for the first time share some of that pain?
The debacle can only accelerate, the demise hastened, happy new holidays.
Kroger's bottom line is much more insightful than its top line.
How companies talk about tariffs is becoming a defining characteristic going forward.
Plus, checking in on the yield curve, the Put/Call Ratio, political gamesmanship here and abroad, and a handful of tech names.
This year's estimated Thanksgiving weekend e-commerce growth rates aren't too different from last year's estimates. But there are some notable changes beneath the surface.
I don't have an inkling to go long or short. If I already held a position, I would continue to hold, but there's no trigger here to begin a new position.
I think AMZN could provide a good very short-term trade from the long side... this week.