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Market Recon

The Global Macro-Economic Picture, China Watch, Keys to Amazon: Market Recon

The real takeaway for AMZN for me, and the main reason that I am even in the name on a semi-permanent basis, is AWS.

The Human Response Factor, Fed Moves, China Talks, MSFT Results: Market Recon

Many see the Fed as done for the year. Never assume. Read the words as they are written.

Why Huawei Matters, FOMC Decision, AAPL Results, Watching NOW: Market Recon

I think we can all agree that there will be no increase made to the Fed Funds Rate today.

Sloppy Earnings, China's Economy, AMD Earnings Preview: Market Recon

What we have seen of late from a number of chip producers really might be interpreted as pre-recessionary.

China-U.S. Talks, The Fed, Earnings, Jobs and What Now With Apple: Market Recon

The marketplace will react to this week's China, U.S. trade talks in a huge way.

Why Risk-On Is In Vogue, Updating Zuora: Market Recon

China's central bank announced a bill swap mechanism late Thursday aimed at slowing down the nation's economic slowdown.

What Fools We All Have Become, and Buying Lam Research: Market Recon

Replacing fear with pragmatism, that is our goal.

An IBM Play and 2 Catalysts To Watch in Wednesday's Trading: Market Recon

Keeping an eye on the Senate shutdown vote and any trade discussion today, and watching key support levels on the SPX.

The Meat and Potatoes of This Global Economic Slowdown: Market Recon

It's centered around a few themed negatives, all forcing their own various uncertainties into free market price discovery.

A Number of Things About Netflix Earnings Have Left Me Wondering: Market Recon

Unfortunately for NFLX, the competition will only increase.