Category Thursday

07-JULY 22-2021

Good morning. The rise of retail traders over the past year has likely saved a number of companies from bankruptcy, or helped bankrupt companies bounce back and exit bankruptcy faster.  That’s created a lot of interest in finding short squeeze…

07-JULY 15-2021

Good morning. This week marks the start of the second quarter earnings season.  Typically, analysts like to change around their estimates so that most companies can beat their numbers, and the stock gets a little boost as well.  This time,…

07-JULY 08-2021

Good morning. Looking over the second quarter of 2021, analysts at Goldman Sachs (GS) noted that investors who simply bought the FANG stocks – standing for the biggest of the big tech firms – would have performed well with fairly…

07-JULY 01-2021

Good morning. Investment markets closed out the first half 2021 strong.  Despite some fears of rising interest rates, overall markets performed well, and are on track for an above-average return this year. But the real story this year has quieted…

06-JUNE 24-2021

Good morning. Tech stocks are big, and getting bigger.  While it took nearly 40 years for Apple (AAPL) to become the first trillion-dollar company trading in the US, it took only 5 more years to add a second trillion.  Now,…

06-JUNE 17-2021

Good morning. Yesterday’s Federal Reserve meeting minutes kept interest rates at 0 percent, as expected.  And the Fed isn’t ready to taper its asset purchases (money printing) anytime soon.  But in trying to please everyone, the central bank sometimes ends…

06-JUNE 10-2021

Good morning. Ronald Reagan once quipped that the nine scariest words in the English language were, “I’m from the government, and I’m here to help.”  So the announcement that the government has formed a “supply-chain disruption task force” may sound…