Latest Insights on WFC
Pepsi Pops Earnings; TSLA Shorts Burning; Pfinding Pfizer
July 13, 2020 Great Stuff
Earnings Season Ga Ga This thing … called earnings season. I just … can’t handle it! This thing … called earnings season. I must … get around to it. Are you ready? Yes, dear reader, second-quarter earnings season is upon us. It’s time to shake all over like a jellyfish … I kinda like it. […] Retail Weeps, China Creeps, Bankers Beat and Testing Sleeps
May 15, 2020 Great Stuff
Friday Four Play: You Down With PPT? Holy cats! It was one busy Friday. I mean, we had a literal smorgasbord of market-moving data … all in one day: Consumer spending set another record in April, plunging 16.4%. President Trump blocked semiconductor shipments to Huawei. China threatened to activate its “unreliable entity list.” Trump questioned […] March Madness; Disney Sadness; Apple Gladness
March 13, 2020 Great Stuff
Friday Four Play: The “Take It to the Limit” Edition The third time’s the charm, right? That’s what they say, anyway. Dow futures hit the circuit breakers once again this morning as markets took it to the limit … one more time. Most of us are sad after Wall Street experienced its worst day since […] Apple Is the Canary; Buffett Goes Kroger-ing
February 18, 2020 Great Stuff
COVID-19: Greater Than Just Apple Oh man … what a weekend! (There ain’t no party like a Presidents Day party. Am I right?) But it wasn’t all George-cherry Jell-O shots and Abe appletinis… In this midst of consuming my executive branch libations, I was struck with a thought: What would it take for Wall Street […] The Three Amigos of Banking: JPMorgan, Goldman and Wells Fargo
July 16, 2019 Great Stuff
In a way, all of us have an El Guapo to face. For some, options trading might be their El Guapo. For us as investors, our El Guapo is a big, dangerous earnings season filled with volatility and the threat of an earnings recession. But the three amigos of banking have shown us that not […]