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May 5, 2023
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
May 5, 2023
Stephen Guilfoyle in his Market Recon column writes about bank industry concerns over contrived bank stock short selling, bank insider stock purchases, today's release of April jobs data and an alliance between Microsoft (MSFT) and Advanced Micro Devices (AMD) to create AI processors....XLC
April 7, 2023
The establishment survey's non-farm print of 236,000 helps make the 'soft landing' case. Let's dig into the details, and see why the tight-rope walk continues.
February 3, 2023
Technically, you do have all of the confirmation that you need to support a broad equity market breakout at this point....META
February 3, 2023
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
January 6, 2023
Stephen Guilfoyle in his Market Recon column writes about job data myopia, the careening U.S. economy, the choice companies have between paying more to borrow or cutting costs as interest rates rise, and the outlook for the stocks of space defenders Raytheon (RTX) and Lockheed Martin (LMT)....AMZN
December 2, 2022
Stephen Guilfoyle in his Market Recon columns previews the November jobs report, reviews the latest ugly manufacturing data, asks whether bad is still good or good now is bad when it comes to economic data, and checks out both Marvell Technologies (MRVL) and Halliburton (HAL)....BX
November 4, 2022
Stephen Guilfoyle in his Market Recon columns previews October Jobs Day, cites rising continuing unemployment claims, examines how first-time homebuyers are becoming older and whiter as interest rates rise, and keeps watch on a key technical level for the Nasdaq Composite....CAH
October 7, 2022
Stephen Guilfoyle in his Market Recon column bemoans arrogant Fed heads, checks out Advanced Micro Devices' (AMD) disappointing pre-announcement and Eli Lilly's (LLY) good Tirzepatide news, wonders whether the market has been enough carnage for now, and waits for September jobs data....XLE
September 2, 2022
Stephen Guilfoyle in his Market Recon columns previews August jobs day, says it's time to be a trader rather than an investor, takes a look at S&P 500 technical support, notes rising outflows from the ARK innovation ETF (ARKK), and offers ideas for stocks that might make for good longs right now....XLV