Yesterday in our sixth weekly episode of Straight Talk, I discuss markets and macro with my good friend Guy Adami and my good virtual friend Sven Henrich aka The Northman Trader, hosted on Sven’s YouTube channel. In this week’s …
Continue readingSemiconductor stocks have been the beneficiary of a couple of different forces in the stock market of late, the early surge off of the March lows into growth, specifically large-cap tech, but then also the …
Continue readingIn the throes of the sell-off in March, I detailed a bullish case for the GLD, the etf that tracks gold on March 18th and on In The Money with Fidelity (read and watch here) …
Continue readingToday on my weekly In The Money segment with Fidelity Investments we quickly discussed the outperformance of the Nasdaq vs the S&P 500 and the Russell 2000 and what that might mean at this stage …
Continue readingMy friend Carter Braxton Worth, technician extraordinaire from Cornerstone Macro Research had this comment in his note yesterday about mega-cap tech’s strength yesterday: Each of the top 5 stocks in the S&P 500 Index rose …
Continue readingICYMI: There is some pretty weird shit going down in the stock market as the Nasdaq makes new all-time highs, closing up 10% on the year yesterday, while the S&P 500’s close yesterday places it …
Continue readingTwice in April when shares of Slack (WORK) were trading in the mid $20s I detailed bullish trade ideas on the stock, targeting a breakout in the summer above $30 (here and here). The premise …
Continue readingOn Friday’s Fast Money special at 6 pm, we discussed the May Jobs report, a massive surprise in the change of payrolls, and the unemployment rate. The magnitude of the surprise was curious to many, …
Continue readingYesterday in our fifth weekly episode of Straight Talk, I discuss markets and macro with my good friend Guy Adami and my good virtual friend Sven Henrich aka The Northman Trader, hosted on Sven’s YouTube channel. This week we drilled …
Continue readingI get a lot of reader and viewer feedback on a daily basis via my Twitter and by email. It is amazing the correlation between negative comments in a largely anonymous public forum that is …
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