Last night on CNBC’s Fast Money we had a discussion about, wait for it, Apple (AAPL). You know the usual questions, why has it under-performed the broad market given its cheap valuation, fortress balance sheet, dominant …
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On Monday’s Fast Money on CNBC you might have missed my Final Trade because my 10 year old daughter Ellie kind of stole the show: Once you get through Ellie hamming it up you see …
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Regular readers know that I became a market commentator accidentally. When I got a call in the fall of 2008, (as the financial world as we know it generally, and the firm that I worked for …
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We’ve had a view for some time that despite some temporary headline driven counter trend moves here or there, the U.S. dollar will remain strong vs other currencies due to the fact that the U.S. …
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Last night on CNBC’s Fast Money we had a short little debate on how to properly assign an earnings multiple to a once highflying growth darling like Chipolte (CMG), once disaster hits. As I detailed …
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Last night on CNBC’s Fast Money Carter Worth of Cornerstone Research laid out the case for buying the “Dogs of the Dow”. The strategy entails buying the worst performing stocks in the Dow Jones Industrial …
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Yesterday was the third consecutive decline for the S&P 500 (SPX). A rare occurrence in 2015. And there was some fairly interesting price action in yesterday’s session, across asset classes. First and foremost, the 2% intra-day reversal. …
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In the wake of Green Mountain’s takeout at a 75% premium, last night on CNBC’s Fast Money we were asked to throw out a few names of stocks where the price action has been so …
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Last night on CNBC’s Fast Money we had former Army Colonel and Medal of Honor Winner Jack Jacobs to discuss what he calls two likely negative outcomes that could result from Turkey’s shooting down a …
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Last night on CNBC’s Fast Money we discussed some yet to close large m&a deals announced this past year, where the target is trading well below the typical “closing risk” discount: I was asked to weigh …
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