Insights, Delivered Daily.

Stay focused! Focus is the name of the game on this morning of mid term elections. It’s hard to think that the only game in town is the election that will happen today… but it’s not. To be clear, elections are extremely important and everyone should get out and vote. But what will the results of,...

It’s a marathon. Stocks slid on Friday after bad guidance from Apple, trade fears, and a strong economic number. Wait, “did he just say STRONG economic number” you ask. I sure did, but more on that in a bit. Apple released earnings after the close on Thursday and, as reported in my Friday’s note,...

Timing is everything. Twitter, not the stock, but the application was the leading driver behind a solid market rally yesterday as President Trump tweeted positively about a phone call with Chinese President Xi. With very little positive market news buyers appeared exhausted yesterday morning as...

FAANGS Out! Count Dracula would have been proud yesterday as the FAANGS led markets higher in a Halloween rally that capped off a spooky month for investors. Facebook sparked the fire and was up +3.8% and the sharp upward move was followed by Amazon (+4.4%), Apple (+2.6%), Netflix (+5.6%),...

Bulls vs Bears. The old-as-time battle between the legendary Wall Street spirit animals continued yesterday with Bulls on top… but it was not clear who would win earlier in the session. Stocks continued their rocky path yesterday starting the session on a strong leg but gave way to mid-session...

Up, Down, Repeat. Yesterday’s markets could have been a featured ride at your favorite theme park as it catapulted investors straight up, wrenched them straight down, only to bounce them up again. Yeah, it was that kind of day. Metaphors aside, markets started the day on a very positive leg with...