Don’t look now but we’ll have the biggest week of earnings yet for Q2. Some of the biggest names will come out with their results which may help shape the sentiment and direction for the next few months. These include Apple, Facebook, Baidu, Broadcom and Panera Bread and Las Vegas Sands. Also, some industrials, energy/gas…
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Here we all are, waiting for the next inevitable stage of the euro’s death cycle, and the whole continent has gone quiet. Perhaps, even in these extreme conditions, Europe’s traditional ability to take a long summer break trumps all other considerations. It seems unlikely that the Greeks are entirely relaxed about their own predicament, with…
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Unleash the fury, earnings season is upon us. Companies will now open the envelope and we’ll see who the winners and losers are. This week marks the first big one for 2nd quarter earnings releases, nearly 13% of the SPX 500 will jump into the confessional. What I’ll be looking at of course is the…
DetailsBob talked this morning about the upcoming earnings season, then introduced colleague Brian Sozzi, and expert in retail sector analysis. Brian gave a good view of markets.
Is the big rally that comes under the assumption of more easing or monetary stimulus getting you back in the game? Are you breathing a sigh of relief because the EU has come up with another scheme to help a debt-ridden country? What’ll be the reaction to the next ‘stick save’? Probably another 2-3 day…
DetailsWinding down the first half of the year is a great time to reflect on what happened on the past but also to look ahead of what’s to come. My reflection is about my trading history and analyzing where I can become better. I also look to others to see where I can pick up…
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Hope is not a strategy – Famed Packer coach Vince Lombardi The media, pundits, analysts and so-called experts continue to want more easing in the hopes that it’ll stimulate the economy. This is clearly some hope of better things to come but the reality is there is little correlation between adding liquidity and stimulating aggregate…
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Blow the whistle – it’s halftime! What a first half it has been, I suspect more tricks than treats in the second half of the year. The first half ended with a bang and fireworks, we haven’t yet had our Independence Day celebrations! Let’s see what is in store for the back of 2012. Let’s…
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We don’t think that much has happened this week in the ongoing eurozone train wreck, whatever you may have read in the mainstream press. Supposedly, the world has put together a fund big enough to support the new bailout twins, Spain and Italy – wasn’t it only last week that Italy was helping to bail…
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“All great changes are preceded by chaos.” -Deepak Chopra We recently had a changing of the guard in the NBA with the Miami Heat taking the crown, Lebron James’ first ever title. Also, my Los Angeles Kings won the Stanley Cup for the first time in their 44 year history. Good to see changes happening…
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