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Archives by Year:
Hump Wednesday: Fresh Look At Long Bonds TLT
Are long bonds and interest rates the current political football?Sure seems that way considering all the Fed talk and comments by Trump on rates and Jerome Powell.The last couple of days, after rising yields and a big drop in TLT, the trend may have reversed.Why is this important?TLTs are a gateway to assess risk on or […]
Nvidia Rips, Meta Slips… And Everything Else Is Stuck
Image Source: Unsplash The tech sector… doesn’t quite know what to do with itself today. Nvidia rocked more than 3% to the upside after yesterday’s semiconductor slaughter. But Meta, which is about to find itself on the pointy end of a likely large lawsuit, was on track to close down nearly 2% to the day.And it’s […]
Guidance, Not Current EPS, Is The Key This Season
In an environment where 75-80% of major companies routinely beat their consensus EPS estimates, that metric loses its importance. It is clear that an EPS beat is a necessary condition for a post-earnings rally but is no longer a sufficient condition. Investors are looking through current EPS in favor of forward guidance. Considering that investors […]
Stocks And Precious Metals Charts – Seeming Convergences
This was an interesting day of seeming convergences.Stocks rose overall, although big cap tech was flat.VIX fell.Gold and silver were higher.The Dollar rose.Was this a flight to safety, or a flight of the imagination.There will be a stock option expiration on Friday.Have a pleasant evening. More By This Author:Stocks And Precious Metals Charts – More […]
Tech Rebounds After Yesterday’s Hiccup, With Focus Shifting To TSMC Guidance
Image Source: Pixabay U.S. stocks are bouncing back from yesterday’s tech hiccup, with smaller sectors flourishing today, thanks to a steady US growth outlook and improved visibility into Fed rate cuts. The labour market has been more resilient than feared, and that’s providing the boost for today’s mini-sector rotation.Nvidia (NVDA) is also gathering momentum at midday […]
Dow Charges Higher Alongside Small Caps
Earnings continued to flood headlines and influence investor sentiment today, giving Wall Street a much-needed boost after yesterday’s selloff. Cisco Systems (CSCO) led the Dow 337 points higher, while traders also digested upbeat quarterly reports off the S&P 500. The Nasdaq managed to finish with a comfortable gain, an improvement from Tuesday’s tech plunge, as Wall Street […]
Wall Street Split On Netflix Ahead Of Earnings
Image Source: Pexels Netflix (NFLX) is scheduled to report its third quarter 2024 financial results and business outlook on Thursday, October 17. A video interview with Netflix executives, including co-CEOs Ted Sarandos and Greg Peters, will follow at 4:45 pm ET. What to watch: SUBSCRIBERS: Netflix’s membership trends are a closely-watched measure of the company’s growth trajectory.In the second […]
3 Large-Cap Value Funds With Upside To Avoid Present Market Volatility
Image Source: Unsplash Continued high prices are frustrating consumers, which is denting their sentiment. Inflation declined substantially over the past few months, prompting the Federal Reserve to cut interest rates for the first time in more than four years. However, inflation jumped again in September, raising concerns over the economy’s health.Given this situation, investing in large-cap […]
Problems With Government Data And Reports
Image source: Pixabay Government GDP, employment and other economic data proving to be untrustworthy.Video Length: 00:08:17More By This Author:Investors Embrace Dividend StocksWeekly Recap And DARP Update – Monday, Oct. 15China Stimulus May Disappoint
Why Hurricane Effects And Funky Seasonal Adjustments Will Make Tomorrow’s Initial Cliams Report Particularly Fun
The drought in new economic data continues through today. We’ll make up for it all at once tomorrow with jobless claims, retail sales, and industrial production. In the meantime, last week I noted that Hurricane Helene’s impact in Florida and North Carolina was a big part of the reason for the spike in initial claims. Let […]
