Page 84 - Gross Margin News Today

Though, the stock markets rock because anyone that follows individual stocks knows that things just arent so hot. Individual Sector Analysis says things arent that hot. All right. Not that hot. Thats not a technical term. Its a term that explains where the economy is right now. Thats where the confusion comes in. How can the cooling economy produce more jobs . The answer is simple. The businesses im looking at now will be laying off more people than theyre hiring at this pace. Thats why everyone...

Next year, maybe less. If anything it probably will be less because if the economy weakens theyll stop. In other words, instead of the old days when we could expect the rates to go higher the fed is going to be common sense and see if it does any damage to a pretty good okay not great, not bad economy. But obviously not as terrible as when they slash rates down to the old level back in the middle of the well, near the end of the Great Recession. The fed is saying things arent perfect but theyre ...

Monday, seem like childs play meanwhile, target, which advertised so heavily this weekend for virtually every Football Game i watched saw its website crash, crash they just dont have it down yet. Third amazon strength is the malls weakness, i was heartened by very heartened by an interview that macys ceo gave at the end of last week, a lot of people werent paying attention. Listen to me, he said business has picked up. You can tell that somethings good here but then you look at the stock, no moo...

Slumber and regained their gusto as part of a broader move higher. S p up 1. 6 , nasdaq 1. 9 . Lets start with apple. After reporting a terrific quarter back in october where the company delivered on every single metric, apple stock had started percolating like the old days rallying from the low teens to 122. But when it got there, Credit Suisse came out with a brutal forecast of reduction based on weak supplychain orders discovered by, and i quote, our teams in asia. At the time i said here we ...

Reserve. Every day we guessed what the fed will do and every day we make it harder and now that its almost upon us this discussion monopolizes it. We know employment has been strong. Theres no reason to keep shortterm Interest Rates too low. But its how companies are doing like mine. The amazing race would be the last thing you do. I cant name a Business Group doing better than it was six months ago. That is if you thought that Employment Matters all that much because employment wasnt as strong ...

4. 7 . I think disconcerting for a number of reasons, we are going to go over them. I hear that amazon might be growing sales in a doubledigit clip yearoveryear, including this one, i think about how big amazon is, i regard that as a discouraging trend for everybody else because theres simply no way that one retailer could see such an enormous uptick without it being zero sum, amazons game is somebody elses pain. House of pain. Second, i see amazon doing well, i recognize that amazon could be sa...

S p up 1. 6 , nasdaq 1. 9 . Lets start with apple. After reporting a terrific quarter back in october where the company delivered on every single metric, apple stock had started percolating like the old days rallying from the low teens to 122. But when it got there, Credit Suisse came out with a brutal forecast of reduction based on weak supplychain orders discovered by, and i quote, our teams in asia. At the time i said here we go again, yet another Research Firm has used its team in asia to di...

Weakens theyll stop. In other words, instead of the old days when we could expect the rates to go higher the fed is going to be common sense and see if it does any damage to a pretty good okay not great, not bad economy. But obviously not as terrible as when they slash rates down to the old level back in the middle of the well, near the end of the Great Recession. The fed is saying things arent perfect but theyre better than when they knock rates down to next to nothing in order to save the econ...

Is taking up the big industrials away the witnesstreasured healthcare names, at least until today, where they tried to rebound. Industrial and tech have been dollars. Tell that to the ceos of of course google, and amazon, who stopped the shorts last night. Down there giving them the business with magnificent earnings and fabulous Conference Calls. More on that later. That doesnt mean my thesis goes today healthcare may have escaped from the bears den. Footwear star sketchers fell short of estima...

Sinking 6. 5 . Lets take it by the clock. When i got up this morning, the futures, they were down hideously. And you know i get up early. A couple of reasons. Both chinese imports and exports showed chinas decline in Growth Continues to accelerate. Weve now had 13 straight months where chinese imports slumped right in a row. No wonder copper is in free fall. No wonder theres no place to put aluminum and steel. No wonder irons under 40. Nickel, zinc, i cant even look at them. Its just bad over th...