MorningWord 12/06/12: The divergence btwn the Dow Jones Industrial Avg (yes, I just mentioned the Dow) and the Nasdaq Composite was the widest I have seen in a very long time. I don’t track that data regularly, …
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MorningWord 12/05/12: Yesterday’s price action in U.S. equities on the surface was fairly unexciting with the SPX and the Nas down about 17 bps after trading in a fairly tight range for the most of …
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MorningWord 12/04/12: I am not gonna pull a Tom Cruise on Oprah’s couch on you here, but it seems like the longer I do what I do for a living, the more convinced I become that …
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MorningWord 10/9/12: Looking back to Q1 this year, there was a good bit of optimism surrounding PC growth in 2012 as investors shrugged off worries of tablet cannibalization and chose to focus a tad more on the …
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In the midst of one of the largest 3 year stock rallies in market history, we have witnessed a groundbreaking shift within the technology industry. AAPL has eaten the lunch of the many players of …
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MorningWord 9/11/12: It’s kind of hard to start writing this morning next to today’s date, and not recognize the significance of it. Eleven years ago today, at this movement, I had already been up and about for …
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MorningWord 9/10/12: As a father of 2 young girls, I spend much of my weekends in a tug of war between the games that they want to play (that don’t really interest me) and the games …
Continue reading2nd Trade Update Sept 7th, 2012 at 9:35pm: INTC finally pre-announced a weaker than expected Q3 this morning citing weak PC demand. Whats remarkable to me that in a market that appears to discount most …
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MorningWord 9/7/12: Yesterday’s 2% rally in the SPX clearly highlights just how confusing the current market environment has been for those of us who like to over think things. Since ECB chief Mario Draghi surprised the risk-taking world on July …
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MorningWord 9/6/12: There is a pretty good blog post detailing AAPL’s product announcements and and the stocks reaction into and out of the events from www.statista.com, and then shared by the likes of BusinessInsider and FINANSAKROBAT.com making the …
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