Earnings Effect

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The earnings season is telling not just for the fundamental views of growth and sales, but also how it may weight on the Fed’s rate hike decision for the next two meetings. If the recent jobs report coming in far weaker than expected, combined with the disinflation (contracting inflation) should be reason enough that the Read more…

Earnings Half-Time Report

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We are half way through earnings season and it doesn’t look great, but at least it is not contracting. I guess you could say it is tepid or lackluster. Some are saying this was because of the winter storms, but I can’t help but wonder if this really was just a blip from the storms, Read more…

Earnings AMZN and GOOG

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Has the market found a support level? We have become accustom to the Fed riding in to the rescue and injecting 100′s of billions in the system, yet Bernanke seemed to ignored the market, currency crisis, earnings, and even lack luster economic data. Of course, I am of the ilk that believes Bernanke is trying 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…

Earnings: PG, MSFT, AMZN

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The earnings story continues with solid technology reports coupled with weakness from the retail and consumer sides. These mixed earnings stories are driving core concerns about fundamentals heading into the holiday season and, it being one of the shortest holiday season (between Thanksgiving and Christmas), there is a shorter sales cycle. We are also seeing Read more…

New Technology Boom!

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We managed to see the Dow Jones break above that 15,000 level yesterday and the NDX is pretty close to breaking through 3,000. Much of the talk in the financial media is again focused on these new levels and again the question is; “Can we go higher?” Sure why not. The Fed’s monetary policy is Read more…

Technology Stocks

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The market came under some modest pressure yesterday, after the first day of the 2nd quarter. While the Dow Jones and S&P 500 index reflected that pressure the surprise was in the broader based Russell Index, which was down over 1%. That’s a significant drop relative to the narrower based indices and is not too Read more…

Cloud Computing – the Next Big Thing

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Cloud Computing is just getting started, which our main theme today. The market was tested last week and the quick knee jerk reaction from the Fed meeting notes showed how quickly and fragile the market is. It also reflected how accustomed we have become to the Fed’s monetary policy of low rates and bond buying. Read more…