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Episodes

Nov. 1, 2021

Lock-Out Day 1: My Preview Of Q-4 2021.

A special quarter. In that, this is always the time when corporations come together to strive to reach their overall goals, and t…

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Nov. 1, 2021

America‘s Biggest Lock-Out.

What we're discussing here are the economic ramifications of all this. And the fact, that these ramifications are likely to be fe…

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Oct. 31, 2021

When Workers Are Locked Out.

And the first that we'll really see about it, will be in further diminished goods and services. The noted Supply Chain, for insta…

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Oct. 31, 2021

When “Absenteeism” Becomes Normal.

In a world in which businesses are desperately understaffed, having even more workers left at home, will dramatically slow the ec…

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Oct. 30, 2021

A Weekend To Sort Things Out.

The first thing to know about today is that last night many of the Street's basic assumptions were laid to rest. The idea we have…

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Oct. 29, 2021

Lot‘s Of Churn, But No Direction.

It was one of those days, with lots of churns, but no real directions. As market averages flat, but behind all of that was a lot …

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Oct. 29, 2021

Apple And Amazon Both Down. The Mirror Image of Yesterday.

Well. As Wall Street breaks for Lunch, there are two stocks that are conspicuous for their decline. The same two were higher all…

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Oct. 29, 2021

Reality Strikes With A Vengeance: GDP, Apple, And Amazon Report.

There are many who will miss the historic impact of yesterday. In the history of modern finance, this was as large a disconnect b…

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Oct. 29, 2021

Red Flags Up: Apple And Amazon Both Miss On Earnings.

On to Apple: Apple comes through with very good results, again I read the Press Release, with revenue up by 29%. But quarterly ea…

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Oct. 28, 2021

Apple And Amazon Report Mixed Results

On to Apple: Apple comes through with very good results, again I read the Press Release, with revenue up by 29%. But quarterly ea…

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Oct. 28, 2021

GDP Reflects Poor Consumer Spending

And for traders up and down the street they would rather focus on the good news from these two market titans, than the dismal new…

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Oct. 28, 2021

GDP: The Ultimate Checksum.

This morning we'll receive our first look at the Third Quarter's Gross Domestic Product. The ultimate MACRO Number, the sum total…

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Oct. 28, 2021

The Market Heads For A New Episode.

I see the market operating as one of those old Zane Grey Novels. A series of episodes unfolding before us. Each with one theme an…

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Oct. 27, 2021

Market‘s Look Forward To Tomorrow‘s GDP Report.

But you can already sense that most of the Street are looking ahead to 8:30 tomorrow morning, when the latest numbers on the nati…

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Oct. 27, 2021

Are We Entering A New Episode For The Stock Market?

Well, It's on days like today that you realize just how concentrated our financial markets have become. Three stocks are up right…

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Oct. 27, 2021

Ten Critical Days For The Markets.

I think that these 10 days we're in now are critical in that they could set the stage for yet another new Episode in the market. …

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Oct. 27, 2021

Microsoft And Alphabet Reported Earnings This Evening. Here‘s Our Tak…

Alphabet and Microsoft are following the old Wall Street Tradition of announcing earnings outside of market hours. This is done s…

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Oct. 26, 2021

Earnings Results From Alphabet/Google And Microsoft.

Alphabet and Microsoft are following the old Wall Street Tradition of announcing earnings outside of market hours. This is done s…

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Oct. 26, 2021

CB Reports Consumer Confidence Higher, I‘m Not So Sure...

For me, the most surprising report of the day so far has been the Conference Board's survey of Consumer Confidence. Frankly, I wa…

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Oct. 26, 2021

Just The Facts, Ma‘am.

Opinions on Wall Street are a dime a dozen. Turn on any of the financial channels and you can hear a different opinion 24/7. But …

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Oct. 26, 2021

Facebook Gets Hammered On Taxes, Tesla Joins The $1T Club.

For Facebook a very solid report with Operating Income up a very impressive 30%. But to give you some idea of what the new Biden …

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Oct. 25, 2021

Facebook Earnings: Solid Top Line, But Higher Taxes Drop Profits.

For Facebook a very solid report with Operating Income up a very impressive 30%. But to give you some idea of what the new Biden …

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Oct. 25, 2021

Tesla Charges Ahead Of Facebook. FB Reports Earning Latter.

Our first observation: Tesla, which reported record earnings just 5 days ago is on an absolute tear this morning. Up over 6%, pro…

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Oct. 25, 2021

These Ten Decisive Days.

These next ten days are likely to be decisive, setting both the tone and direction for the next phase in the market. During this …

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