7 equities for the 7th Shemitah to make the 49th, or Jubilee year. Given our circumstances, only buy these on dips. This is a watchlist for nasty drops…
$SHOP
$CMG
$FB
$GPRO
$AMZN
$TSLA
$TWTR
Clearly I lean towards growth…
Off to the Keys tomorrow morning. I will be getting silly during the Fed decision. But if you read the blog right before this one, you will see my confidence. The best trade here is cash. Know when to use…
The market today signaled the Fed’s decision through longer dated maturity. Bonds have gotten crushed on the long end. I think that says something. The VIX has gotten hammered. I think that says something. The economic data that turned the…
Economic and market trouble in China, where Apple has long chased sales growth, has clearly harmed sentiment in the stock over the past few months. But such concerns are misplaced, some analysts and investors maintain.
For the tech giant, “the…
China “Stimulus” Update (Sevens Report Excerpt)
Yesterday the “reason” for the early rally was Chinese and Japanese stimulus. But, both “reasons” were not compelling (or accurate) and fundamentally yesterday’s early move higher was weak from the start.
First, there were…
Guys – this looks like a coordinated rate hike to me. Central Banks are coming out one by one talking about. Some of warning of the disaster. US Bankers are pleading the necessity of it. Either way, it looks like…
Wall Street Breakfast: World Stocks Surge Ahead
Sep. 8, 2015 7:01 AM
Global equities were roaring higher at the time of writing following an uptick in eurozone GDP growth and contrasting German and Chinese trade data (see below). While the…
Henny Sender and Robin Wigglesworth from the FT
This is hilarious the old bags blaming algos. Maybe they should just go to the beach and let an algo run their portfolio. Have they ever thought that most likely an algo…