Missiles from North Korea, OPEC scrambling, out of control Tweets and even a revolving door at the White House. There is plenty of chaos when it comes to the geopolitical front. The good news is that market participants are happy to ignore it all. Plus Apple’s earnings, a review of our latest stock ideas and […]
The repeal process for healthcare is ongoing. Markets are liking the fact that earnings are coming in strong. Confidence is up and markets are seeing inflows. But, who is doing the buying? Are there any bears left? No matter -a hot shave will solve all woes. We discuss the recent earnings from Google/Alphabet as well […]
Buyers are all over any pullback. Even when pullbacks are tiny. New entrants to the $1,000 stock club this week and some dissection of the latest announcements from Apple’s WWDC. Plus – the winners of the latest Closest to the Pin Contest and more… Podcast: Play in new window | Download (Duration: 1:00:03 — […]
There is a call for Universal Basic Income that is coming from the wealthiest people in the world. How will that work out for the world? Markets snapped back after a tough week – back to all-time highs. Amazon cracks through the $1,000 price barrier and Bitcoin plunges. Drama in the air and more problems […]
Does social media impede productivity? Can it be blamed on some of the slow growth around the world? What is going on with Brazil? Is there a trade in all of this mess? Investors seem less concerned this week about any of the domestic scandals that have been cropping up – maybe it is just […]
Did we just happen upon the short of the century? The VIX drops below $10 to a multi-decade low – is this the new normal or something else? Is this simply high confidence or off the charts complacency? Apple and the “big boys” are holding up markets, but below the surface there is something else […]
Is it possible that this is just one gigantic Robin-Hood Ponzi Scheme? We take a look at one of the biggest companies out there and scary similarities to a typical Ponzi. Earnings are starting to roll in and so far they are looking somewhat weak. But, there is always the upcoming tax reform – oh […]
The VIX is moving – closing at the highest levels of 2017 as geopolitical tensions are growing. Between the latest bombings of Syria and the U.S. sending several navy ships to flex our muscle in the Pacific, many are concerned that we are setting up for some near-term ugliness. Will that sentiment blow over as […]
In a startling admission, Richmond Fed President Jeffery Lacker admits he was the source of the Fed leak in 2012. Will this finally lift the veil and remove any credibility the Fed has with investors? Quarterly numbers are in for markets and now it is time to see if earnings can hold up to expectations. […]
Political capital lost as the health care bill is pulled before the vote. How will this play out in markets as this has significant ramifications on the potential for tax cuts. The markets are struggling with the idea that some of the planned for fiscal stimulus may be in limbo. Still – consumer confidence clocks […]
