On September 13th in this space (The Silicon Stock Exchange) I had some thoughts on private tech market valuations: For the first time in a very long time (or at-least in the modern investment era) …
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I showed the extreme drop in Durable Goods Orders in one Chart of the Day post last week. It was the second largest drop in the data set. But ex-transport orders were close to flat. …
Continue readingAlcoa kicks off “official” Q3 earnings season next week, reporting on Oct 9th, after the market close. Q3 earnings is where I expect this market to separate the wheat from the chaff. The macro data …
Continue readingLater this week the Fed is expected to release results of the latest round of Bank stress tests. Here’s what they will entail, from the New York Times: Under the tests, Federal Reserve specialists are …
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