Value Rotation?

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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…

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…

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…

Earnings GOOG and MSFT

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The market saw some strength and it seems that we may have broken higher out of the resistance levels and the Dow Jones and S&P 500 jumped to play catch up with the broader-based RUT rally. Bernanke, in possibly his last testimony before the Senate, helped to alleviate any concerns about immediate actions by the 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…

Microsoft a game changer?

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The equity markets are in that testing zone. After a good move higher after the better than expected Labor Report, but not “too good” to end the Fed’s “easy monetary” policy, the market is now paused just below those highly touted levels. We can certainly break through them and most likely will, yet we will Read more…

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