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July 16, 2024
Earlier lossers. Well start in washington as several goernls decide to move forward. Roughly a dozen state ags are part of this effort. That number could grow this is expected to be bipartisan im told state ags discussed this when they met back in july. One of those at that meeting sent us this statement saying the attorneys general involved will consider the data telling us they will talk about the status of the state and the own anti trust debut they said they will be working together to ensur...
July 3, 2024
Good morning. Im scarlet fu. We have a stocks little changed at the moment holding near record highs and for the week they are set for the longest streak of weekly gain since february. This week was eventful and that we got inflation data that reignited hopes that the Federal Reserve will cut rates although the Federal Reserve has been careful to point out they are willing to be patient and want to make sure the Data Confirms disinflation is intact. You have investors looking ahead to nvidia res...
June 24, 2024
Tweet me jimcramer. I dont know about you, but it feels better, doesnt it . Is it actually better . Pretty good consolidation following yesterdays big run. Dow inched up, nasdaq climbed. Thats why we have our checklist, the one i created back in midjanuary when it was ugly to help determine if this market has what it needs to give us a sustainable rally. Not a tradable one but a sustainable one. We said the fed has to give us clarity about where it stands on rate hike and the last week weve had ...
June 24, 2024
We expect aggressive stimulus. Meanwhile, the decline in the shanghai stock market hasnt hurt our markets. Thats a big change. Ill call it a half check. Thats why we have half checks. Maybe it can be a full check on monday if the parliament does the right thing. Fourth, do we have a commodity bottom . Copper is breaking out. Im feeling more confident this group may be going down. Not necessarily from increased demand which is what we like but from reduced supply so what were going to do is give ...
June 24, 2024
As long as we dont get a smoking hot employment number on friday. This is good enough for government work. You know what im doing . Im checking it off. Two, we need some resolution to the political uncertainty. The last time we went down the list, we had no certainty in either party. After last night, barring some extreme, its hillary versus the donald. Now we can create portfolios for either eventuality. Maybe ensuring our portfolio for some of them. I say check third, we need china to get bett...
June 23, 2024
Thats why the dow roared 82 points and the s p gained and the nasdaq rallied. The Federal Reserve has been leaking that we could get a quarter point rate hike and then a forceful statement that nothing will happen again unless we get concrete evidence that the u. S. Job growth is accelerating. Now the bulk of you who never played this rate hike, rate cut game probably think these attempts are pure silliness. I wish that could be the case. I wish i didnt have to talk about it. But its anything bu...
June 23, 2024
About it. But its anything but. Its very important. First lets understand the fundamental concept behind the bull market we had and why it has gotten tenuous of late. With bonds yielding so little theres a mad scramble for income where ever it can be found. Younger people may not understand this at all. After they put away the first 10,000 they want to buthe highest growth stocks. Book, amazon, any of these companies that the Younger Generation endures. Netflix, fitbit. Theyre quite exciting. Th...
June 23, 2024
Game probably think these e attempts are pure e lliness. I wish that could be the case. I wish i didnt have to talk about it. But its anything but. Its very important. First lets understand the fundamentataconcept behind the bull market we had and why it has gotten tenuous of late. With bonds yielding so little theres a mad scramble for income where ever it can be found. Younger people may not understand this at all. After they put away the first 10,000 they want to buy the highest growth stocks...
June 23, 2024
But its anything but. Its very important. First lets understand the fundamental concept behind the bull market we had and why it has gotten tenuous of late. With bonds yielding so little theres a mad scramble for income where ever it can be found. Younger people may not understand this at all. After they put away the first 10,000 they want to buy the highest growth stocks. Companies that the Younger Generation endures. Netflix, fitbit. Theyre quite exciting. Thats because young people can afford...
June 19, 2024
There are multiple political hot bought new issues. Taiwan, ukraine, north Koreas Nuclear ambitions. What of economic areas over which the u. S. And china are at loggerheads currently . Well, this is the worlds most important economic relationship. Its the worlds 2 biggest superpowers. And so its very important for the Global Economy that they at least find a way to an accommodation with each other. Maybe if they cant get along that they can at least find a way to, to, to keep the relates to get...