I really am stunned by the hits to the quality of the balance sheet that both Target and Walmart have suffered.
There's no doubt that the Fed Chair was about as hawkish as we have ever heard him, but his crew seemed to try to temper that hawkish posture.
Walmart is technically oversold, and deservedly so based on the fundamentals.
As investors ran away from equities earlier this year, Warren Buffett ran towards the market.
I do believe that the risk/reward proposition is starting to think about smiling favorably on Ford.
This week's earnings focus will be on the retailers with rivals such as Walmart and Target, as well as Home Depot and Lowe's reporting.
There are several reasons why the shares were trading higher.
Plus, a look at the box that the U.S. economy is in.
This morning's CPI print will certainly be this week's (month's) catalyst if there is to be a short-term rally in equities.
The US may very well escape recession this year, putting it off until early next year. Other global economies may not be so lucky.
Everyone watches the Cash App segment which is super reliant on Bitcoin for performance. When that's good, it's great. When Bitcoin is not so hot?
Plus, we take a revealing look at the movements in the yield curve and pop in on the dismal charts of Shopify and Peloton Interactive.
Right now stocks might feel like the kiss of death, but don't give up. Instead, clench your fists and be ready to pounce.
ALB is executing at a high level. The outlook for this year is outstanding. Still, that balance sheet is a tough one to swallow.
Has the FOMC heeded Market Recon's advice? Probably not.
The environment for chip stocks is undeniably tough. I'm a believer in an almost permanent state of demand for everything this industry does.
These markets expect the Fed to take the FFR up 225 basis points by September and another 50 bps to make 275 in total by year's end.
There will have to be an adjustment made to their Covid vaccine and others at some point.
Markets will either confirm or deny Monday's bullish reversal this week. Traders are already up to their eyeballs in water snakes and alligators.
My strategy relies upon two fellows aged 91 and 98 not only not retiring, but also staying sharp.
I would think that there could be a sharp rally at some point this week. There will be plenty of news.
Plus, a close look at the scary decline in Americans' disposable income.
This is a name that I haven't really considered for quite some time. Obviously that's an oversight.
Wednesday's session was dominated by traders, algorithmic traders for sure, but traders nonetheless. The PMs mostly sat on their hands.
This is still a tough environment for software stocks. You think the business world will stop leaning on Azure? Me neither.
Remember that this is a traders' market more than an investors' market. That's how it'll be until we have a change in trend and confirming follow through.
Fuel prices could change that, but not right now, not right here.
I found two very interesting takeaways from Monday's sharp market reversal.
The firm has been hurt and continues to be hurt by the effects of the pandemic.
One positive takeaway last week was the very low trading volume for Nasdaq-listed stocks in aggregate and for constituent names of the Nasdaq Composite.
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