November 4, 2015 by Dan • Commentary

I guess people think it’s safe to go back in the pool. The S&P 500 (SPX) is now up 2% on the year, and just 1% from the previous all time highs. Regular readers know that …

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November 3, 2015 by CC • Commentary

Yesterday we previewed Tesla Q3 earnings, due today after the close. Here was our view on possible stock reactions: My View: On Oct 2nd TSLA announced that they had delivered 11,580 cars in Q3, which …

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October 30, 2015 by Dan • Commentary

Last week in this space we highlighted the relative under-performance of U.S. retail stocks as a group (as measured by the XRT, the S&P retail etf): U.S. retail stocks are noticeably weak today, with the XRT, …

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