On Tuesday night, I had the pleasure of speaking on a panel hosted by Fidelity, attended by some of their high net worth brokerage clients and large investment advisers. While the intent of the panel …
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Earlier this morning, Josh Brown, my friend and star of Fast Money Halftime Report, tweeted the following: Sales to China represents only 5% of all S&P 500 revenue. And it’s like 2% of the EuroStoxx 50. …
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The result of socializing losses from the global financial crisis starting eight years ago, and the subsequent crisis monetary policy has caused the largest transfer in wealth to the private sector the world has ever …
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Back in early April, following what were less than stellar fiscal Q3 results, I made a bearish trade on ORCL when the stock was $40 (here) predicated on sluggish growth, ok valuation and positive sentiment …
Continue readingThe solar stocks have relinquished their leadership position ever since winter arrived. However, given our long-term optimism on the sector (see our post from April), I wanted to do a quick chart check before the …
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Pandora finally broke support of its 50 day moving average on the competitive news that smaller player in the online music streaming space, Spotify was launching a free mobile ad supported service. The stock has …
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In case you haven’t noticed, we’ve been targeting some of the high fliers lately as it looks like their parabolic run has come to an end, at least for the time being. We’ve generally targeted …
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Is it just me, or over the last month has there been a little bubble among the financial press and punditry in calling the equity markets a bubble? Personally I don’t find the exercise very …
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MorningWord 10/23/13: For those riding Carl Icahn’s coattails with his NFLX investment, yesterday’s outcome (selling half of his 9.4% stake for more than an $800 million gain), despite the 19% reversal from the all time highs …
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MorningWord 5/31/13: Lots of market peeps look to all sorts of things to help inform their market call, often times recalling years past or seasonal patterns. The simpleton that I am, I look to none …
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