You’d think defense stocks would have performed better given all the geopolitical conflict over the last two years. But – as Jon Sindreu wrote in his excellent column in this morning’s WSJ (“What Defense Shares Say About A More Violent…
It’s looking like another good week for the stock market. Here’s how the action looks through 4 days: Dow: +151, to 13,477 S&P: +7, to 1513 Nasdaq: -23, to 2539 Russell 2000: -14, to 816 Again, we are seeing the…
“On the inflation front, the trend appears to be down, instead of holding steady, for the first time. We can live with the economic weakness [implied by the retail sales numbers] if we’re getting inflation under control.” – Marc Pado,…
When Al Qaeda struck the World Trade Center on Sept 11, 2001 it ended an era of relative global peace that had begun with the fall of the Soviet Union and the tearing down of the Berlin Wall in 1989. …
NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the…
Today’s SEC announcement was a well timed and perhaps not coincidental effort to sway some on the fence Republicans to support a tougher financials bill. – Roger Freeman, Barclays Capital (via Bob Pisani) Disclosure: Top Gun has no position in…