Two Seeking Alpha Pieces Make The Case Against The Economy And Stock Market
“Why The Stock Market Should Crash”, Charles Hugh Smith, Seeking Alpha, November 16
“Our Steroid Pumped Economy”, Vitaliy Katsenelson, Seeking Alpha, November 18
“Why The Stock Market Should Crash”, Charles Hugh Smith, Seeking Alpha, November 16
“Our Steroid Pumped Economy”, Vitaliy Katsenelson, Seeking Alpha, November 18
Local and regional banks have so many souring commercial real estate loans that they have begun to fail at a rate not seen since . . . well, you know. The latest was Colonial Bank of Alabama, which was rescued…
It’s been two weeks now since I wrote “How To Navigate A Bubble”. Since then, the S&P has tacked on another 50 points – from 6,664 to 6,715. Market timing is notoriously difficult. So difficult, in fact, that many of…
Coupa Software (COUP) – a $6 billion cloud software spend management platform based in San Mateo, CA – reported 1Q22 earnings Monday afternoon. Everything looked good to me: Revenue was +18% year over year to $196 million while EPS was…
Monday’s trading day was all about Tesla (TSLA) which rose 12.66% on 3x average volume, adding $130 billion in market cap on news that Hertz is going to buy 100,000 cars for $4.2 billion over the next 14 months. Obviously…
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…
After the close today, credit card company and Dow Jones constituent American Express (AXP) put out a startling press release. In it they said that American Express card member spending began to slow and delinquencies and write offs trended up in December….