X

news

Pro Perspectives 4/11/22

April 11, 2022 We start the week with a lot of noise for markets to digest (China lockdowns, Elon Musk/Twitter,…

This Chinese billionaire lost $10 billion this morning on alleged fraud at Luckin Coffee (NASDAQ:LK)

4/2/20 Two months ago a short selling research firm alleged that there was misreporting of financials at the Chinese coffee…

Q1 Earnings Season Set Up For Positive Surprises

April 11, 5:00 pm EST As we came into the week, the economic, political and corporate calendar was relative light.  With…

JP Morgan Does Record Business in 2018

January 15, 5:00 pm EST We now have Q4 earnings in from three of the country's four largest banks.  Yesterday…

Collapse In Oil Prices Have Taken The Pressure Off Of The Fed

November 27, 5:00 pm EST Earlier this month, we talked about the big fall in oil prices. If we look…

The War Against ‘Winner Takes All’ Tech Dominance Is Underway

April 2, 7:00 pm EST As we've discussed, the proxy on the "tech dominance" trade is Amazon.  That’s the proxy…

Swings In Stocks Have Overshadowed A Big Earnings Season

February 19, 8:00 pm EST With the big decline and wild swings in the stock market, earnings season has gotten…

Gold Missed The Memo On Inflation Fears

February 13, 7:00 pm EST On Friday, stocks bottomed into two big technical levels: 1) the two-year rising trendline that…

The Bank Of Japan Will Rock The Interest Rate Market, Maybe Tonight

January 22, 7:00 pm EST We talked last week about the prospects of a government shutdown and the little-to-no impact…

Is The $19 Trillion Debt Load Really A Threat?

January 22, 11:00 am EST With a government shutdown over the weekend, today I want to revisit my note from…