Market Commentary Archive

Top Gun FP Client Note: Picking Up Nickels and Dimes In Front Of A Bulldozer

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: The Fed Downgrades The Economy; Cisco Corroborates

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  No Comments »

When John Chambers Speaks, People Listen

August 12, 2010  ·  Category: Macro Economics, Market Commentary, Stocks
The primary driver of today's selloff is concerns about Cisco's (CSCO) forecast.  Cisco reported a good quarter after the close yesterday, even though revenues of $10.84 billion fell $40 million short of analyst estimates.  But ...
Posted by Greg Feirman  ·  No Comments »

Fed Gives Market What It Wants; Will Reinvest Mortgage Proceeds In Treasuries

August 10, 2010  ·  Category: Federal Reserve, Market Commentary
To help support the economic recovery in a context of price stability, the Committee will keep constant the Federal Reserve's holdings of securities at their current level by reinvesting principal payments from agency debt and ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Unusually Uncertain

TOP GUN STRATEGY SESSION WITH CHARLES KIRK OF THE KIRK REPORT, FRI AUGUST 6 AT 12PM EST: Click here to participate in the strategy session.   ***** The economic outlook remains unusually uncertain.   - Ben Bernanke, Semiannual Monetary Policy Report To ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: The Fundamentals Versus The Technicals

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  1 Comment »

Goldman Settles Sham Suit With SEC

July 15, 2010  ·  Category: Market Commentary, Politics, SEC, Stocks
The SEC announced a few minutes ago that they settled their suit against Goldman Sachs (GS) for $550 million.  Goldman did not admit or deny the SEC's allegations though it acknowledged that its marketing materials for the ...
Posted by Greg Feirman  ·  1 Comment »

Todd Harrison: We’re In The Eye Of The Financial Storm

June 20, 2010  ·  Category: Macro Economics, Market Commentary
While the recent price action has been docile, I believe we’re in the eye of the storm, a relative calm between the first phase of the financial crisis and the cumulative comeuppance that'll flush -- ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Cyclical Tailwinds Versus Secular Headwinds

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: The Market Is Technically Broken

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  No Comments »