iThing?

Posted on: by .

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…

Earnings: AAPL MSFT

Posted on: by .

The top-line CPI-U at 2.1% (“Core” at 1.9%) was for the most part ignored yesterday, as some big name earnings reflected some disappointment on top-line revenue/sales on the domestic front. Companies like Comcast and Verizon are in a game fighting over slices of the same pie as their market penetration is already hitting maximum potential. Read more…

Apple Earnings – a value stock?

Posted on: by .

A couple of solid earnings in some over-weight stocks have the pre-market futures up strongly, especially in the tech heavy NDX index. Amazingly, it only takes a couple of big names to drive the whole market. Was this strong earnings move on better bottom line, top-line revenue, and strong domestic or emerging market growth? All Read more…

Value Rotation?

Posted on: by .

It’s the height of earnings season and so far we have gotten a mixed picture. The market continues to bounce between a support and resistance range, we are waiting to see how the Ukraine situation plays out and lastly, we are not certain how and when the Fed’s monetary policy will change. The pre-market futures look Read more…

Apple Earnings

Posted on: by .

The market was mixed yesterday, there was some good earnings, more concern about the global currency issue, and uncertainty as the Fed meeting began. Apple’s earnings were after the close and can certainly set the tone for the day, however the Fed meeting is bringing forth more speculation about the taper and if the Fed Read more…

Earnings CAT and pending Apple!

Posted on: by .

Much of the weekend was focused on whether or not any nation would try to quickly announce a devaluation on Sunday, much like in the beginning of the “Asian Flu” in 1997. This is done to help reduce the inflationary pressure and stop outflows of capital. While there was talk and speculation that we could Read more…

2014 Predictions Part 2

Posted on: by .

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

Posted on: by .

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…

Apple Earnings

Posted on: by .

We have moved well into earnings season and the overall story remains mixed. There is nothing definitive to show that the economy is either improving or getting worse, but is rather stagnant. Apple is one of the most watched and hailed companies in this generation, so when it reports earnings the world watches. Apple Earnings Read more…

    Older Posts >>