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Big Down Day Kicks Off September, ZS Earnings, Jobs Report Friday, Europeanization Of America

Big Down Day Kicks Off September, ZS Earnings, Jobs Report Friday, Europeanization Of America

September 3, 2024 Reading Time: 5 minutes

The stock market got smashed to open September after the long Labor Day weekend. The S&P was -2.12% and the NASDAQ -3.26%. Nvidia (NVDA) led the way, dropping almost 10% as news that the DOJ is investigating it for antitrust…

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The Implications Of The Reaction To NVDA Earnings

The Implications Of The Reaction To NVDA Earnings

August 28, 2024 Reading Time: 4 minutes

Nvidia (NVDA) reported a terrific quarter after the close Wednesday – but its stock is currently -7% in the after hours. What does it mean? Let’s start with the numbers. Revenue of $30 billion beat guidance and estimates as did…

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Thursday’s Big Reversal, A Preview Of Powell’s Jackson Hole Speech

Thursday’s Big Reversal, A Preview Of Powell’s Jackson Hole Speech

August 23, 2024 Reading Time: 4 minutes

After a furious bounce back rally the previous thirteen sessions, the market opened higher on Thursday but reversed hard to the downside creating “bearish engulfing candles” all over. This is bearish in the short term and it’s no surprise that…

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July CPI Doesn’t Move The Needle, EAT Bites The Dust

July CPI Doesn’t Move The Needle, EAT Bites The Dust

August 14, 2024 Reading Time: 2 minutes

The July CPI Report out early Wednesday morning was inline with expectations – Headline CPI +0.2%, Core CPI +0.2% – and hasn’t much changed the calculus for whether the Fed will cut 25 or 50 basis points on September 18….

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HD Reports Weakening Sales But The Market Focuses On A September Rate Cut

HD Reports Weakening Sales But The Market Focuses On A September Rate Cut

August 13, 2024 Reading Time: 2 minutes

A lower than expected PPI reading Tuesday morning slightly increased the probability of a 50 point rate cut by the Fed on September 18 resulting a big stock market rally (S&P +1.68%, NASDAQ +2.43%). On the other hand, Home Depot…

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The Week Ahead: July CPI, Long WMT Short HD & AMAT

The Week Ahead: July CPI, Long WMT Short HD & AMAT

August 12, 2024 Reading Time: 5 minutes

Exactly one week ago the market was setting up for a scary open on Monday August 5. Buffett had sold half his Apple (AAPL) position and the BOJ had hiked interest rates to 0.25% threatening the yen carry trade. The…

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MCD Earnings Suggest The Economy Is Rolling Over; Small Cap Summer Has Been Canceled

MCD Earnings Suggest The Economy Is Rolling Over; Small Cap Summer Has Been Canceled

July 29, 2024 Reading Time: 5 minutes

McDonald’s (MCD) reported earnings early Monday morning and the results suggest the economy is rolling over into recession. Comps have been decelerating for a year now and went negative in 2Q24. US Comps were -0.7% compared to +10.3% a year…

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The Global Economy Rests On 7 Stocks: Understanding The Two Tier Stock Market And The Two Tier Economy

The Global Economy Rests On 7 Stocks: Understanding The Two Tier Stock Market And The Two Tier Economy

July 11, 2024 Reading Time: 5 minutes

The June CPI came in soft Thursday morning raising expectations of a Fed rate cut in September to about 85%. In an interesting reaction to the report, investors are selling the leading stocks in the Nasdaq-100 (QQQ) and rotating into…

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NVDA Is Cracking…. The Rest Of The Market Will Follow Shortly

NVDA Is Cracking…. The Rest Of The Market Will Follow Shortly

June 24, 2024 Reading Time: 5 minutes

In his article in Saturday’s WSJ (“Nvidia’s Sucess Is The Stock Market’s Problem, Broadly” [SUBSCRIPTION REQUIRED]), James Mackintosh outlined the two things driving stocks: demand for AI chips and concern about the economy and interest rates. The former is pushing…

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GME: Ryan Cohen Goes Will Smith On The Roaring Kitty, May Jobs Report Means Higher For Longer

GME: Ryan Cohen Goes Will Smith On The Roaring Kitty, May Jobs Report Means Higher For Longer

June 7, 2024 Reading Time: 4 minutes

Gamestop (GME) is taking advantage of the surge in its share price caused by the return of The Roaring Kitty to sell up to an additional 75 million shares. To put that in context, GME currently has about 306 million…

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I dropped out of Philosophy graduate school to start Top Gun in 2006 to profit from the bursting of the housing bubble. The stock market peaked in 2007 and Top Gun beat the S&P by more than 50% in 2008... Learn More

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