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February 15, 2022
Russia-Ukraine, January PPI, Index Action, Rate Hike Handicapping, Trading Cisco: Market Recon...BWA
February 14, 2022
In order to determine what's really at stake here, I think that one must try to understand what purpose this serves for Russia, for Putin....MMM
February 11, 2022
Stephen Guilfoyle in his Market Recon column covers Thursday's market panic after James Bullard's bombshell comments on rate hikes, offers thoughts on how the Fed can deal with inflation, and warns how the futures markets are pricing in multiple hikes in the fed funds rate....CLF
February 8, 2022
Market Fun House, Bond Yields, Nord Stream 2, Raytheon, Steel, No Dice Nvidia: Market Recon...BP
February 4, 2022
Stephen Guilfoyle in his Market Recon columns offers a January jobs report guess, observes how central bankers are tightening their monetary policies, breaks down Thursday's market smackdown and sticks by his observation that the market correction begun in January is coming to an end....FB
January 28, 2022
Stephen Guilfoyle in his Market Recon is seeking confirmation of the market's direction, is stunned by the huge build in inventory, comments on the lousy durable goods numbers, is concerned about the strengthening of the U.S. dollar, and casts a wary eye at the narrowing spread in Treasuries...MSFT
January 21, 2022
We're long silver from $22.81. Gold is up. Read more to see why I think both Gold and Silver are poised for a major move up and check out our PTs.
January 21, 2022
Stephen Guilfoyle in his Market Recon column urges investors to be on the look, explores less-than-average market averages, says not to blame Treasuries for the poor market action, looks at the rough week for semiconductor stocks and delves into the poor performance of Peloton Interactive (PTON)....NFLX
January 19, 2022
Plus, Ford and Rivian, and SoFi Technologies' national bank charter....XLE
January 14, 2022
Stephen Guilfoyle in his Market Recon column checks out Thursday's beatdown in tech stocks, the technical tightrope walked by the major indexes, the spread in Treasury notes, Federal Reserve members out in force to talk interest rates, and the start of earnings season with big banks....NET