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June 28, 2024
Return to normal. Well take you live to athens once again and get you through this last hour of trading, as well. Big thinkers bringing their big ideas to aspen. Shell Oil President will be joining us. Ricardo salinas, Walter Isaacson robin chase and actress goldie hawn all joining us throughout the next two hours. A good view of what it looks like in aspen. If you are on twitter, you saw pictures of kelly wearing this suit. I sort of spilled the beans in my twitter account. She is not playing i...
June 28, 2024
Almost a week having gone by we are two, four six. We are now 2. 389. Lets get to our road map this morning. As you expect it starts with the employment number. A steady increase in jobs added last month. Unemployment ticked down to 5. 3 . Perhaps some worries as the Participation Rate slowed. As we head into the weekend, no deal insight for greece. Finance member is threatening to quit if the vote is yes. We will get information live from the market. Deals continue in health care and paypal buy...
June 28, 2024
Return to normal. Well take you live to athens once again and get you through this last hour of trading, as well. Big thinkers bringing their big ideas to aspen. Shell Oil President will be joining us. Ricardo salinas, Walter Isaacson robin chase and actress goldie hawn all joining us throughout the next two hours. A good view of what it looks like in aspen. If you are on twitter, you saw pictures of kelly wearing this suit. I sort of spilled the beans in my twitter account. She is not playing i...
June 28, 2024
Almost a week having gone by we are two, four six. We are now 2. 389. Lets get to our road map this morning. As you expect it starts with the employment number. A steady increase in jobs added last month. Unemployment ticked down to 5. 3 . Perhaps some worries as the Participation Rate slowed. As we head into the weekend, no deal insight for greece. Finance member is threatening to quit if the vote is yes. We will get information live from the market. Deals continue in health care and paypal buy...
June 28, 2024
Return to normal. Well take you live to athens once again and get you through this last hour of trading, as well. Big thinkers bringing their big ideas to aspen. Shell Oil President will be joining us. Ricardo salinas, Walter Isaacson robin chase and actress goldie hawn all joining us throughout the next two hours. A good view of what it looks like in aspen. If you are on twitter, you saw pictures of kelly wearing this suit. I sort of spilled the beans in my twitter account. She is not playing i...
June 25, 2024
On day two, the buyers search through the rubble and decide what deserve to be trashed and what is actually treasure. Usually it would take week or months but not anymore. It is 24 hours. Not anymore. Including today. The recovery was down 89 points, the s p 500 declining by only. 02 . And i have a theory why we now get a second day comeback. In the old days, lets say a retail, give a horrendous forecast. The sellers would dump in anything that looks like it. But other companies in the sector, t...
June 25, 2024
Time to buy. The action begins right now. Lets get right to it. If you thought it was bad for retail this week, the real test comes next week. Thats because big box names will report. Dan, whats your take . Listen, this is the main event. We saw all these Department Stores, apparel guys, and for the most part the small market caps relative to next week. To me, i actually think you have the potential to see outliers here. A lot of the space has actually sold off in same p think. Weve been talking...
June 25, 2024
Antitrust violations without getting into specific, and Washington Post ran an article saying trump posed as a publicist to generate stories, a claim trump denies. Bezos would offer trump a ride to space. Would he field any questions at the meeting about trump . Well wait for that. The brawl has not worried investors yet. Look at amazon stock, outperforming the market this year, and still up more than 60 over the past 12 months. Adding to the drama today, though, ultra violet, a Group Fighting s...
June 25, 2024
With dom chu and the steel horse he rides. Dom . Good, bad and the ugly. I feel like watching fistful of dollars and hang them high and also looking at dog in the photo as well but lets talk about the good, the bad and the ugly right now because in todays trade weve seen a little bit of all of that stuff playing out. On the good side of things, weve got transportation stocks. Havent been doing great as of late, but they are moving higher and as of just a few minutes ago 19 out of 20 members of t...
June 25, 2024
Brutal day for stocks. The dow and s p having their worst day in a month. Concerns there could be a fed bombshell tomorrow in the form of the minutes. Home depot sold off hard, and you have to wonder, is the market saying this is as good as it gets. We kick it off with dan, whos been bearish. Ive been skeptical. To me, ill just say this. Im not actually bearish. The market has been banging around 2050. For it seems like weeks. When you look at the s p 500 in particular, i think its just above an...