Top Gun FP Client Note: The Causes Of The Financial Crisis
Here’s the PDF file for this weekend’s client note: Top Gun FP Client Note: The Causes Of The Financial Crisis.
Here’s the PDF file for this weekend’s client note: Top Gun FP Client Note: The Causes Of The Financial Crisis.
I am not attuned to this market environment and I don’t want to spoil a decent record by trying to play a game I don’t understand – Warren Buffett, Partnership Letter announcing the shutting down of his initial partnership, May…
NOTE: 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. …
On Friday morning the BLS reported that the US economy added 263,000 jobs in September – a solid report. But the S&P dropped 2.80% and the NASDAQ 3.80%. Why? Because we are once again in the “bad news is good…
S&P 5000. I can’t say I expected that 15 years ago when the market was crashing and the S&P fell below 700. It’s been an incredible run since then – led by the Big 5, now the Magnificent 7 (Tesla…
Great survey by CNBC’s Steve Leisman reported this morning on market expectations for QE2. Here are some of the interesting results: 93% (65 of 70) expect additional QE. 83% (54 of 65) expect an incremental approach, such as quarterly or…
Nvidia (NVDA) just released one of the most anticipated earnings reports I can remember. As expected, the numbers were excellent: Revenue: $22.1 billion; Gross Margin: 76.7%; EPS: $5.16. All of these numbers beat their own guidance as well as Wall…