(5/3/23) It's Fed Day, and expectations are 100% the FOMC will raise interest rates another 25-bp. The Great Unknown is what the Fed will say this afternoon in their post-meeting presser. Language wi…
(5/2/23) The FOMC meets today with their interest rate announcement tomorrow afternoon; most important will be the language in the Fed's statement. With sticky, stubborn inflation still rampant, no r…
(5/2/23) Markets ended Monday where they started in anticipation of this week's Fed Meeting outcome. Fed Fund Futures are predicting a 25-bp rate hike, but the real issue will be what the Fed says in…
(5/1/23) First Republic Bank failure; assets scooped up by JP Morgan; who got the liabilities? Ignore the headlines to see what's really happening; 64% of S&P companies have reported, markets rally o…
(5/1/23) 64% of the S&P 500 have reported earnings, chalking up better-than-expected results (on lowered expectations; shocker), lifting markets heading into the weekend. The MACD buy-signal has turn…
(4/28/23) With the apparent, increasing socialization of banks and markets, what's the best play for investors? Preview of our upcoming Lunch & Learn, "Transitioning to Medicare:" Medigap vs Medicare…
(4/27/23) The new Biden FHA Mortgage Rule will penalize borrowers with "good" credit with a 1% fee to subsidize borrowers with less-than-optimal credit, helping place them into homes they likely cann…
(4/26/23) The Big Debate is whether the economy is stronger than expected, owing to pockets of consumption, or if warnings from transportation sector of a slowing economy are to be heeded. The evolut…
(4/26/23) Microsoft and Google exceeded expectations in their latest earnings reports, providng some lift to markets after hours. Microsoft and Apple are now talking about expanding stock buy-backs, …
(4/25/23) Joe Biden announces run for re-election, and markets continue regardless, awaiting the end of earnings season and the next Fed meeting. More importantly, what will companies say about the m…
(4/25/23) Has it really been sych a terrible bear market? Let's get some perspective: Most recently mkarets have enojyed anice rally from the mid-March lows; the current stall is no surprise; that's …
(4/24/23) Earnings Season begins to wrap, as stimulus spending unwinds; when will the economic cycle trough? Earnings estimates for 2024 are starting to ratchet-up again; prepare for the weaker month…
(4/24/23) This will be a very important week for earnings outlooks, as well as how markets deem the rest of the year may go. The keys may be contained in the earnings statements by companies to be re…
(4/21/23) Markets are rationalizing; this will be a White Collar Recession; economic metrics are 'whacked-out;" no "Fed Pivot" by summer: Inflation is here to stay. Twinkies are shrinking. Elon Musk …
(4/20/23) Regional Banks seem to be fine as their earnings reports continue to roll-out this week, indicating the turmoil created around SVB and Credit Suisse were a one-off event, and not necessaril…
(4/20/23) With the first week of Earnings Season pretty much in the bag, results have been pretty much what you'd expect: Beating estimates. But what about companies like Tesla and Netflix, who misse…
(4/19/23) Despite the past "rolling disasters" repeatedly hitting markets, the bullish mood persists. Could markets run out of gas? A normal, 10% correction is not out of the question. How the Govern…
(4/19/23) As rolling events allow markets to absorb their effects, investors have enjoyed a primarily bullish trend over the past two years. That's why it is important to focus on what markets are do…
(4/18/23) Banks boost stocks as earnings season continues; markets remain in a trading range. Expect a pullback. Volatility Index (VIX) significantly down, closing Monday at 17. Rolling Recession vs …
(4/18/23) Despite all the negative rhetoric of late, markets continue to rally in a more bullish mode. Interestingly, the Volatility Index (VIX) is also sending a message not to be ignored. The VIX c…
00:04:30 |
Tue 18 Apr 2023
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