Alright, maybe it’s starting to sound like the boy who cried wolf, or merely my fairly convicted view that the concentration in the Nasdaq among a handful of stocks will eventually be the stock market’s …
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Yesterday the S&P 500 (SPX) did something it has not done since October 2008 when global markets were in the throes of the worst economic and market crisis since the Great Depression, it closed down …
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I’d love to tell you that my bright-eyed and bushy-tailed 22 year old self had a sense how big this internet thing was going to be big upon my graduation from the University of Pennsylvania …
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The nearly 2% decline for the S&P 500 (SPX) in October was its first monthly decline since February (down 41 bps) and worst since January’s 5% decline. I have no idea if the SPX is merely consolidating above …
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You know the drill… BOJ, Fed, Oct Jobs this week. Election next. I suspect BOJ surprises to the downside on less than expected commitment to monetary stimulus, but will be muted. I expect the Fed …
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Yesterday in this space I did a little compare and contrast between expectations into Amazon.com (AMZN) and Alphabet’s (GOOGL) Q3 earnings due out last night (here). In a nutshell, I emphasized: AMZN is likely the one …
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Alphabet (GOOGL) and Amazon.com (AMZN) report Q3 results tonight after the close. Their combined market capitalizations are nearly $1 trillion, almost 20% of the weight of the Nasdaq 100 (NDX). The two companies have gained …
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Apple (AAPL) reported their fiscal Q4 results last night. In a quarter whose last two weeks benefited from pre-orders and initial sales of their highly anticipated iPhone 7 & 7+, the company’s press release instead highlighted …
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Last night on CNBC’s Fast Money we discussed the Nasdaq 100 (NDX) closing at a new all time highs. The new highs were powered by tech behemoths of all ages. Microsoft (MSFT), Alphabet (GOOGL) and Facebook …
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About 10 days ago I called AT&T wireless to ask why my family plan was about $100 more a month than current offerings from Sprint (S) and T-Mobile (TMUS). This was after I saw my data usage …
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