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All Eyes On Intel
Reading Time: 2 minutes“We are growing increasingly concerned on an inventory correction for PC components due to weakening demand and high channel inventory.” – “Intel Takes One For The Team” (subscription required), JP Morgan Analysts Christopher Danley and Scott Jones in a note…
Why Stocks Could Keep Going Higher In 2014
Reading Time: 5 minutesNOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client Notes at the same…
Stalking A Blow Off Top, Beneath The Surface: PTON & SNAP, The First and Last Eighths Are The Most Expensive – Livermore
Reading Time: 3 minutesIt is late in game but Big Tech is showing incredible resilience and has not rolled over. Until it does, the indexes will continue to grind higher, masking the weakness beneath the surface in smaller and lesser known stocks that…
Impressive Breadth, Seasonality, TSLA, Monetary + Fiscal Policy = Supply Bottlenecks & Massive Inflation, CLF & MOS Earnings
Reading Time: 7 minutesMonday’s trading session was bullish and the trend remains up regardless of the fundamentals. The most positive development was the broadening out of market strength. Last week was all about mega cap tech pulling up a thin market. Today the…
Risk On I: Big Tech Is Back, Risk On II: Frontier Markets, Caveats: Bad Breadth and Valuation
Reading Time: 5 minutesNote: To sign up to be alerted when the morning blog is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
WSJ: Bumpy But Good Year For Stocks
Reading Time: 9 minutesStocks turned in another solid year, the Dow Jones Industrial Average gaining nearly 11% and the Nasdaq doing better still. vYet for much of 2010, it didn’t feel like a winning year. Amid stumbles and scares, U.S. stocks clambered to…
