Today after the close the AGA of MAGA, (Apple, Alphabet-Google & Amazon) nearly $4.5 trillion in market cap, 30% of the Nasdaq 100 & 14% of the S&P 500 will report Q2 results. That’s more …
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Today shortly after the open I filmed my weekly In The Money segment with Fidelity Investments where we discussed some massive events this week including today’s Fed meeting, the expiration of expanded unemployment benefits at …
Continue readingI hope you had a great weekend. Guy Adami and I are back with The Set-Up…what we will be watching this week and likely discussing each night on CNBC’s Fast Money: Here are some …
Continue readingWith Guy Adami off this week for a well-needed break, Sven Henrich (aka @NorthmanTrader) and I briefly discussed the need for all of us to prioritize a little me / family time in our new …
Continue readingI hope you had a great weekend. Guy Adami and I are back with The Set-Up, what we will be watching this week and likely discussing each night on Fast Money: Q2 earnings season starts …
Continue readingIf you don’t follow Fred Wilson, the famed venture capitalist and founder of Union Square Ventures’s AVC blog, you should. His daily posts are short and to the point, and most days I find his …
Continue readingToday after the close Oracle (ORCL) will report its fiscal Q4 results. The options market is implying about a 6% one day move tomorrow which is above its 10-year average of about 5%, but well …
Continue readingThis morning when U.S. stock markets opened down 2% one of the early bright spots was cloud-based software stocks with some like Zoom (ZM) quickly rallying 6% in the first hour of trading. This is …
Continue readingYesterday 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 readingInvestors are in FOMO-MODE. The Nasdaq Composite is up nearly 8% on the year, while the S&P 500 is down less than 4% on the year. While I keep hearing about a rotation out of …
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