Last Tuesday on CNBC’s Fast Money I was asked about some signs that might think are signaling that we are close to capitulation, I had the following to say: Another wild day for stocks with …
Continue reading“Trust me, everything is going to fine..” These coronavirus pres-conferences have one job, instill confidence in the government’s response at the same time giving useful information to scared citizens, they are failing at that, and …
Continue readingLast night while I was on CNBC’s Fast Money, as we were talking about the potential capital needs of Boeing (BA) and the market rumors that they were seeking a financial lifeline from the government, …
Continue readingYesterday on CNBC I was asked to opine on an interview that my good friend Scott Wapner, the host of their Halftime Report conducted earlier in the day with Billionaire Investor Bill Ackman of Pershing …
Continue readingYesterday on my weekly In The Money Series with Fidelity Investments we discussed the dramatic 30% decline in a month in the S&P 500 (SPX), reviewed a bearish trade idea in Chinese Internet giant Baidu …
Continue readingToday is my 20 year wedding anniversary. For lots of reasons, I don’t have a hard time remembering how many years I have been married, largely cause of the nice round number of the year …
Continue readingAside from the social distancing that we are all practicing to avoid the spread of the coronavirus, my good friend and long time writing partner CC Lagator yesterday remarked that my morning missive (He has …
Continue readingIn my continuing Shopping Cart series, looking at stocks of high-quality companies that have been hit hard but have the strong likelihood to rebound hard when we get some visibility on just how long the …
Continue readingI used to write daily running commentary on this site. I stopped after the 2016 presidential election. As the kids say, I just can’t anymore. Since then, I infrequently Tweet, I am not on Facebook …
Continue readingWith a market decline like we have had, especially in such a short period of time, I think it makes sense to start putting together a shopping list that might soon make its way into …
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