MorningWord 11/19/12: Oh what a difference a weekend makes. The sentiment shift since the Nov 6th election came hard and fast, catching investors both large and small off-sides. It is our opinion that recent losses …
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MorningWord 11/16/12: Soon after the market closed I hopped on a plane to Dallas and missed all of the overnight earnings action, particularly in Tech. Funny thing is, financial reporters didn’t have to work to …
Continue readingMorningWord 11/15/12: This morning in his MacroWrap, my esteemed colleague Enis Taner teased readers with his inclination to hang up his “Bear Suit” for the time being. But let me be clear, this is a short …
Continue readingMorningWord 11/14/12: Last night CSCO reported results for their fiscal Q1 and issued Q2 guidance that were in line to slightly better than what could only be described as modest expectations. My thoughts yesterday morning …
Continue readingMorningWord 11/13/12: Brick by brick, it seems that investors are taking apart this year’s tech rally in that had largely been built by a handful of large components. Q3 earnings season started out with fairly …
Continue readingMorningWord 11/12/12: As a 40 year old dude with a wife and 2 kids, I don’t get to watch nearly as much NFL football as I once did and that I would like to. My …
Continue readingEVENT: ERTS (20.16) reports fiscal q4 2011 earnings tonight after the close. -Options market is implying ~7.25% move vs the 8 qtr average of ~7.5%. PRICE ACTION / SENTIMENT / FUNDAMENTALS: -stock is up 22% …
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