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Research & News
By Mike Larson On August 4, 202106:00 AM Eastern
I was one of the biggest real estate bears on the planet in the mid-2000s. And boy did that sector crater during 2008’s housing bust.
That was then. Circumstances are completely different now....
By Jon D. Markman On August 3, 202102:56 PM Eastern
Stocks opened stronger this morning as traders shrugged off Monday’s late sell off.
The slide yesterday was attributed to anxiety over growing numbers of domestic COVID-19 cases, and the...
By Sean Brodrick On August 3, 202111:05 AM Eastern
COVID-19 Delta variant news is getting worse, and this is throttling the markets lower, spoiling what started out Monday as a decent rally.
Of your positions, yesterday saw rallies in:
Global...
By Sean Brodrick On August 3, 202110:20 AM Eastern
Yesterday, the markets opened strong then wilted as COVID fears cast a big shadow. The good news is you have a bunch of stocks performing well that are insulated from pandemic fears. Today, we’re...
By Mike Larson On August 3, 202108:00 AM Eastern
In my last issue, I said narrow markets could right themselves, and I expected that to happen in this instance, given the forces at play.
In this week’s issue, I’m happy to report the S&P 500...
By Jon D. Markman On August 3, 202106:58 AM Eastern
When the Google Pixel smartphone launches this fall, it will have a new Tensor processor designed in-house. That is a bigger deal than most investors might think.
Rick Osterloh, Google senior VP...
By Jon D. Markman On August 3, 202106:28 AM Eastern
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Publication Update: We might shift to a three-days/week schedule for summer.
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Stocks started August higher, but the same themes that have plagued bullish investors for a month...
By David Dittman On August 3, 202106:00 AM Eastern
You know what I haven’t heard a lot of lately? Grand pronouncements and/or aggressive denunciations of Bitcoin (BTC) and cryptocurrencies …
It’s been a while since we heard from Jim Bianco or...
By Jon D. Markman On August 2, 202103:36 PM Eastern
August is beginning modestly higher as bullish investors take their cue from stronger overseas markets and Friday’s relatively benign sell-off. This is still a bullish trend. Nothing has...
Disruptors & Dominators
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By Tony Sagami On August 2, 202109:00 AM Eastern
It seems like there’s always a lot going on, but earnings season only happens four times a year … and it’s on right now.
Without further elaboration, let’s get to what really counts when it...