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5-10-24 Will Social Security Last Past 2035
Earnings preview & economic reports: The wisdom of writing a market journal. Will markets produce an 8th day of gains? Current trading strategioes; t…
1 year, 8 months ago
5-9-24 Finding The Next Apple Using Buffett's Logic
Is the pig really out of the python? (Excess savings are gone.) Who is still spending, and how? Government spending and consumer credit card usage; b…
1 year, 8 months ago
5-8-24 The Difference Between The Price You Pay & The Price You See
The Citi Surprise Index: When economists are disappointed in estimated numbers; that index is now at a low ebb. An uneventful earnings season is wrap…
1 year, 8 months ago
5-7-24 Powell Sparks A Buying Frenzy
Economists' 'rush-to-judgement' vs the lag effect catching up w economic data. Consumer spending and loan demand are waning as excesses in money supp…
1 year, 8 months ago
5-6-24 What Is Economic Stagflation
There are three possible paths for markets, moving forward. Markets are at a critical juncture at the 50-DMA; earnings "beat-rate" has been low, and …
1 year, 8 months ago
5-3-24 Who Will Win The Tax Cut Battle
Apple's results + the Biggest Buyback Ever: Are iPhones becoming a high-tech toaster? Labor/Jobs Report preview; what the Fed may do. It is surprisin…
1 year, 8 months ago
5-2-24 Powell Holds Pat
Market volatility returns amid earnings season, with McDonald's, KFC, and Starbuck's reporting weak earnings, suggesting tru impact of inflation on c…
1 year, 8 months ago
5-1-24 What Happens When Companies Miss?
Fed Day brings dovish expectations; so far, so good in current earnings season. Economic data is all over the board; Europe emerges from Recession. T…
1 year, 8 months ago
4-30-24 Bullish Sentiment Index Reverses W Buybacks Resuming
Fed Meeting preview; earnings season contiunes, buybacks about to resume. What's up the the Yen? Corporations are the net buyers of stocks; the corre…
1 year, 8 months ago
4-29-24 Sucker Rally Or The Return Of The Bulls
Market performance in election years is marked by investor anxiety over the outcome, and the potential for outlying risk. The FOMC Meeting this week:…
1 year, 8 months ago