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Top Gun FP Client Note: From Oversold To Overbought In 2 Weeks
Reading Time: 6 minutesNOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top…
FRC Is NOT SIVB
Reading Time: 4 minutesAfter Silicon Valley Bank (SIVB) failed Friday, its Northern California neighbor First Republic (FRC) was in the crosshairs Monday – dropping 62%. However: FRC is NOT SIVB. SIVB was a an aggressive bank focused on the tech startup community. FRC…
Top Gun FP Client Note: A Spectacular Rally
Reading Time: 7 minutesNOTE: 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 hand corner of the website. …
ZM, AZO, NVDA, SNOW, COST: The Earnings Week Ahead
Reading Time: 9 minutesIt is my contention that stocks have been sold indiscriminately in recent weeks and now is the time to start looking for the values amidst the rubble. Toward that end, I want to take a look at a number of…
Mauldin: The Market Doesn’t “Know” Anything
Reading Time: 5 minutesI walked into the office yesterday evening and there was someone on CNBC talking about how the 50-day moving average of the S&P 500 rising above the 200-day moving average was telling us the market was getting ready to rise…
FOMC Cuts 25 But Says Inflation Risk Has Increased; Policy Stance Back To “Neutral”
Reading Time: 3 minutesI think this was a little more hawkish than the market was expecting. Bernanke and Co. did cut rates 25 basis points but they said that inflation risks had increased and that “upside risks to inflation roughly balance the downside…
