Stocks were rocked by earnings announcements from AMZN and GOOGL missing revenue expectations. In this crucial weekend video newsletter update we focus on the Fed, stock buybacks, and the opportunities in the market now.
October 27, 2018
Stocks were rocked by earnings announcements from AMZN and GOOGL missing revenue expectations. In this crucial weekend video newsletter update we focus on the Fed, stock buybacks, and the opportunities in the market now.
“He who sells what isn’t his’n, must buy it back or go to prison.” Daniel Drew Unless you are a banker. Then you get to keep your gains, and get backstopped by the Fed for any losses. Because you are just
Here are my forecasts for upcoming economic data. Forecast Prior Observation Consensus Week of October 29 October 30 Personal Income – September 0.4% 0.3 0.4
VIX rose above its Cycle Top at 20.07, closing above it. The Cycles Model shows probable weakness lasting another week, but the upcoming election may hold sway over volatility. (Bloomberg) Stocks are chaotic. The reaction in markets for equity volatility
The S&P 500 experienced losses four out of five days this week and neared a correction on Friday, closing 9.28% below the record close. Friday saw a loss of 1.73%. The index is down 3.9% from last week and up
I am reasonably confident that had we been in a ‘normal’ market environment, the modest revenue ‘misses’ from Amazon (AMZN – Free Report) , Google’s parent Alphabet (GOOGL – Free Report) and a number of other major players would have been shrugged off. After
The SPX followed the script to a T and made a second swing low, just like it did during the other sell-offs this year (February, April, May and June). Several of our market breadth indicators are in oversold territory and
Most investors have heard of the “Super Bowl Theory of the Dow.” This theory, first proposed by sportswriter Leonard Koppett in the 1970s (source: Wikipedia), posited that when a team from the “old” NFL (the current NFC plus the Colts,
Introduction One of the most commonly asked questions I receive from investors is: how many stocks should I put in my portfolio? This is a widely debated subject that is most commonly referred to as concentrated versus widely diversified portfolio
