Bullish or Bearish: August Predictions
Let’s get this kicked off by taking a look at what seasonal changes in the stock market predicted for July, and where we could go from here. Hint – You’re going to want to go back and reread John’s articles about hedging your portfolio.
What You Need To Know For The Week Ahead
July 24th, 2023 What You Need To Know For The Week Ahead During the week of July 24, the economic data on the calendar will be overshadowed by the significant attention focused on the FOMC meeting scheduled for Tuesday and Wednesday. Although there is widespread expectation of a 25 basis point increase in the […]
What You Need To Know For The Week Ahead
During the week of July 24, the economic data on the calendar will be overshadowed by the significant attention focused on the FOMC meeting scheduled for Tuesday and Wednesday.
Earnings Are Telling Us To Brace For 3rd Quarter Slowdown
July 24th, 2023 Earnings Are Telling Us To Brace For 3rd Quarter Slowdown Weak revenue and weaker forecasts now have this earnings season in trouble. What started positively with the banks quickly turned sour with the first round of tech, smaller banks, and a marketing giant (and I’m not talking about Google). It shouldn’t come […]
Earnings Are Telling Us To Brace For 3rd Quarter Slowdown
Weak revenue and weaker forecasts now have this earnings season in trouble. What started positively with the banks quickly turned sour with the first round of tech, smaller banks, and a marketing giant (and I’m not talking about Google). It shouldn’t come as a surprise since we’ve been talking about the difficulty companies would face to raise profits in light of low GDP growth and an economy now in deflation. Let’s look at some earnings numbers and the one company that could be forecasting where the economy is heading.
And Just Like That, It’s Gone
July 21st, 2023 And Just Like That, It’s Gone It’s one of my favorite movie quotes, but instead of Verbal Kint in The Usual Suspects, I’m talking about the tech rally and positive market sentiment around earnings. We’ve been talking about pullbacks for some time now, so it shouldn’t come as a surprise, but it […]
And Just Like That, It’s Gone
It’s one of my favorite movie quotes, but instead of Verbal Kint in The Usual Suspects, I’m talking about the tech rally and positive market sentiment around earnings.
Companies to Watch for the Second Half of 2023
July 20th, 2023 Companies to Watch for the Second Half of 2023 The Goldilocks scenario keeps playing out in the market, giving the bulls enough to take this market higher. We recently saw bank earnings come in better than anticipated while European inflation data came in cooler than expected, showing that disinflation is occurring globally. […]
Companies to Watch for the Second Half of 2023
The Goldilocks scenario keeps playing out in the market, giving the bulls enough to take this market higher. We recently saw bank earnings come in better than anticipated while European inflation data came in cooler than expected, showing that disinflation is occurring globally. The market has already priced in a 96% chance for a 0.25% interest rate hike at the next FOMC meeting on July 25-26. With that, the markets ripped higher ahead of tech earnings, but the question is – can tech keep the party rolling?
Sometimes The Data Lies
July 18th, 2023 Telecom Giants Plunge Amidst Controversy Stay away from telecom for the near future. As option credit sellers, the likes of AT&T (T) and Verizon (VZ) don’t normally come across our scans anyway, but they are in a mess right now with no clear ending. Maybe that’s why AT&T tanked over 10% in […]
