Page 6 - Irwin Simon News Today

How can the market keep climbing and why everyone has such a good return. The nasdaq sank and the nasdaq finished flat. When does prudence dictate ringing the register and going home house of pleasure. To the house of pleasure. Welcome to the intersection of Money Management and valuation. First, i can tell you what we used to do at my old hedge fund. If we came into november well ahead of the averages when they were up as nicely as they are this year, it was, as they say a nobrainer. Wed sell e...

Hilton worldwide will have its first report is a public committee. We will also have a report from ralph lauren. We know that the Toronto Maple Leafs are playing golf. Right now, equities, bonds, currencies 2. 61 . R yields, nymex is at 0. 82. Vicks, 13. 43. Yellen year yield is the headline. We have to get wonky. 82 is the difference between the 10 year note and a 30 year debt. Lets go to the monitor them at the bloomberg terminal. Mr. Putin in crimea move into the weekend. The navy is presenti...

S p dropped. 41. Nasdaq only fell. 15 . That sums up the week. Stocks suffered broad declirs, and, of course, the reasons for the decline had nothing to do with what happened during the week. Heaven forbid it matters what companies are saying. With the exception of the misleading fiasco of jcpenney, we had good news, mergers, break ups, surprises from companies as big and prominent as nike. Which reported a fantastic number last night in part, because, are you sitting down, western europe, where...

Time since 2012. Maybe stocks are slowing because of the hunt for yield, the tenyear treasury note below 2. 6 . Whats that sound . It is realtors dancing as Mortgage Rates are likely to fall back again. Europe as you can see with the exception of what looks to be switzerland or lichtenstein is down. Our road map begins with apple and one very large acquisition. Talks to buy beats headphones, dont forget the streaming service for 3. 2 billion and create the first hiphop billionaire, we will addre...

Sichler, earnings per share, that can save them and we need to remember that on these confusing days when the the stocks we once loved are now hated and the ugly have inherited the earth. The house of pain. House of pleasure. With the dow finishing positive, the nasdaq falli falling. 40 . We keep hearing endless prattel about bubbles and the guys on tv and the hedge funds lecture us, most of these people mouthing these have never blown a bubble, let alone trade in one, but they have a myriad of ...

Into this final hour. We are starting to see some selling intensify here. We have to figure out whats going on here. The s p, to give people a sense of the broad market gauge, thats down by. 25 . The nasdaq is off by. 5 . The typical correlations having been falling into place. A lousy 30year auction today which sent yields skyrocketing. The 10 and 30. But that took its toll early on. We got to figure this out what this selling is about. We are tracking two stocks that are nowhere near their all...

Nikkei. Overnight in asia not good. 2 drop wrapping up what is the worst week in three years. Of course concern about china in terms of exports or lack thereof. A look at europe where we also are going to see a good amount of weakness. The follow through as you might expect from here yesterday, a day in which we saw the s p down almost 2 and the nasdaq nasdaq down 3 . Lot more than that. Yeah. Lets get to our road map this morning as you might imagine. Does start with that meltdown if you want t...

Hour. At t buy iing direct tv 48 billion. It is about cost, scale and mobil video. But not all deals getting done today. Astra seneca that means something. Facebook firing back at sn snapchat. Youtube buying twitch for more than 1 billion. First up. At t acquire iing the provider 95 a share. The combined company would have combined providers in the us. 67 billion when you throw in de dead. We have been sitting here talking about this for a couple of weeks now. Talks took place years ago as well....

S p dropped. 41. Nasdaq only fell. 15 . That sums up the week. Stocks suffered broad declines, and, of course, the reasons for the decline had nothing to do with anything that happened during the week. Heaven forbid it matters what companies are saying. Nothing at all. In fact, with the exception of the misleading fiasco that was jcpenney, we had a ton of good news including mergers breakups, surprises from companies as big and prominent as nike, which reported a fantastic number last night in p...

And then weve got china export data continuing. And were going to breakdown the momentum for you. Well also have the priceline ceo joining us live. Morgan stanley in agreement. And pricing for online orders while amazon adds 15 cities to its sunday delivery program. Is yours on the list . A busy day after janet yellen speaking. And jeanclaude trichet will be a guest here. The guy has become a cheerleader in chief. Hes done a lot of good for those who favor growth but there hasnt been growth yet ...