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Top Gun FP Client Note: The Recession Is Over
Reading Time: 8 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. …
The Most Overvalued Market In History, Mutual Fund Cash & Insider Buying, Inside Tuesday, KMX Earnings
Reading Time: 8 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…
Rising Interest Rates Hit Tech Stocks
Reading Time: 3 minutesAfter a correction in the wake of Russia’s invasion of Ukraine, interest rates have resumed their uptrend with the 10 year treasury yield jumping 14 basis points to a 52-week high of 2.14% Monday. As I’ve discussed many times of…
Financials Less Interesting After Big Pop
Reading Time: 3 minutesI’ve been getting a lot of e-mails and compliments since my post from Tuesday afternoon “Today Is The Bottom In The Financials” proved to be right on. So I thought it would be useful to update my outlook. Since then,…
Top Gun FP Client Note: A Bullish Consensus For 2011
Reading Time: 11 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. …
The Mag 7 Is Now The Fab 5, TSLA 1Q Deliveries, PVH -20%
Reading Time: 3 minutesWhile the market held up last week despite underperformance from the Magnificent 7 (or Fab 5) because of strength in the rest of the S&P 500, it can’t go much higher without them leading. That’s simply a function of math:…
