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Archives by Year:
Bull Of The Day: SMART Global
I last wrote about SMART Global Holdings (SGH – Free Report) in early January after they delivered another earnings “trifecta” of sales and profit beats and raised guidance. In that report, I compared the small-cap to its giant peer in the computer and mobile DRAM and NAND flash memory industry, Micron (MU – Free Report). I’ll make some fresh comparisons later in today’s […]
This Cycle Will End – The Simple Math Of Forward Returns
In this past weekend’s newsletter, I discussed the potential for an end to the current bull market cycle. It was not surprising that even before the “digital ink was dry,” I received emails and comments questioning the premise. It is certainly not surprising that after one of the longest cyclical bull markets in history that individuals are ebullient […]
Stocks To Trade: MGM, BAC, VIPS
Monday’s stock picks Take a look at three trading ideas to prep you for the next trading session. Long Bank of America (BAC) Long MGM Resorts (MGM) Short Vipshop Holdings (VIPS)
The ABCs Of Popping A Third Asset Bubble
Movies can have quite predictable plot lines that we know in advance – but we love them anyway. It could be a romance, where the girl is going to end up with the right guy through a series of improbable events, even though that looks impossible to begin with. It could be an action movie, […]
E Trifecta Drove Stocks Lower
A report by the Schwab Center for Financial Research mentioned a trifecta of concerns drove stocks lower last week, including an announcement by the Trump administration that it would impose roughly $50 billion in tariffs on imports from China. The news came amid concerns about procedures social media firms use to protect the data of […]
Slaves To Government Debt Paper
Picture, if you will, a group of slaves owned by a cruel man. Most of them are content, but one says to the others, “I will defy the Master.” While his statement would superficially appear to yearn towards freedom, it does not. It betrays that this slave, just like the others, thinks of the man […]
Market Outlook
In the video I cover a few themes in detail: 1) The recent breakdown and key support levels to look for in the two strongest US Stock Indexes 2) What our Risk Gauges are telling us right now 3) The key level in Gold that would indicate more trouble ahead
Headline Durable Goods Orders Up 3.1% In February, Beats Forecast
The Advance Report on Manufacturers’ Shipments, Inventories, and Orders released today gives us a first look at the latest durable goods numbers. Here is the Bureau’s summary on new orders: New orders for manufactured durable goods in February increased $7.4 billion or 3.1 percent to $247.7 billion, the U.S. Census Bureau announced today. This increase, […]
Lowe’s Jumps After CEO Robert Niblock Announces Retirement Plans
Shares of home improvement retailer Lowe’s (LOW) jumped in pre-market trading after the company announced that its long-time chief executive officer will retire from the company. SUCCESSION PLANS: Lowe’s said this morning that Chairman, CEO and President Robert Niblock will retire from the home improvement retailer as soon as the company is able to secure […]
Stocks Set To Bounce Back, But Bulls’ Worries Far From Over
The U.S. stock market indexes lost between 1.8% and 2.1% on Friday, as investors’ sentiment remained very bearish following Thursday’s sell-off. The S&P 500 index broke below the level of 2,600, as it got closer to its February 9 local low of 2,532.69. It currently trades 9.9% below January 26 record high of 2,872.87. The Dow […]
