Tech Bubble?

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While we wait for the FOMC statement this afternoon, which may bring some volatility to the market as analyst try to read the tea leaves, it is the tech sector that is bringing some volatility to the market. Are we in a semi-tech bubble? Tech Bubble? I was a market maker during the dot.com boom Read more…

iThing?

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The market continues to hold up in this upper consolidation range, waiting for something to help juice optimism and send the market higher. The rebound from the recent low has been strong, but concerns remain as to how much of this rally is based on fundamentals or rather there is no place else to go Read more…

McDonald’s, Netflix, United Tech Earnings

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It’s a big earnings week and we should look behind the headline numbers and into the details to see how both the domestic and global economies are doing. Yesterday I mentioned we have seen what looks to be the start of a rotation out of growth and into value or safety. This is exemplified through Read more…

GE, GOOGLE, IBM earnings

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The market is seeing a generally solid rebound; however it is the RUT that continues to be a lager. If the broader based index can’t get off the mat, I think this could be nothing more than a “dead cat” bounce. Some big names in earnings could set the short-term trend. GE, GOOGLE, IBM earnings Read more…

Comcast and Time Warner Merger

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Is the Yellen rally over? Remember, these short-term daily moves in the market are not driven by any major shift in fundamentals, but rather events that shape the mood of the market. Yellen’s remarks and Q&A session with Congress clearly came across in a very dovish tone and that she would continue to lead the Read more…

Earnings and Best Buy!

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The market rallied back up from the recent sell-off and we seem to be range bound for now. Is the marketing waiting for more definitive earnings or are we waiting for the tone the Federal Reserve will take with their monetary policy going forward? I think it could be a little bit of both and Read more…

2014 Predictions Part 2

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Yesterday I made some predictions for economic data, politics, and Federal Reserve monetary policy that may impact the market. Today I will focus on financial products and sectors. 2014 Predictions – the Markets What lifts the market? The equity market, as a whole, has been lifted significantly since the onset of the QE-3 (QE-Infinity) monetary Read more…

Apple China Mobile Deal

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It looks like Santa is coming to town, well at least in the market. There are amazing stories in the emerging markets, but there are also some risks out there. I expect that if we only concentrate our focus on the growing emerging market story we may become blind to some core risks that could Read more…

Market Resilience

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The market remains resilient and the question that continues to be put forth is, are we getting a little too ahead of ourselves? The answer is mixed, but there is no doubt that the Fed’s monetary policy is pushing bond prices higher and yields lower has certainly help force money into the equity markets. Yet, Read more…

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