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January 11, 2022
Monday Reversal, Powell on the Hill, Macro Watch, Trading Lockheed and Northrop: Market Recon...ACI
January 7, 2022
Stephen Guilfoyle in his Market Recon column touches on the December jobs report and its potential impact on the Fed's psychology, James Bullard's grenade, Treasury notes of note, a fresh take on Fresca, rising mortgage rates and why he continues to hold out hope of SoFi Technologies (SOFI)....XLE
January 6, 2022
Shots Heard Around The Street, Fed Minutes, What Now? Yields, Rules of the Game: Market Recon...XLB
January 4, 2022
Treasury Takeaways, Pricing in Herd Immunity? Apple $3T, Trading AMD and Marvell: Market Recon...JEF
December 22, 2021
Perhaps the rally had been set up by the depth of the pressure placed on financial markets over the prior three days. Perhaps....WBA
December 14, 2021
No Ordinary Day, Trouble With the Curve, Crypto, Memes, Trading Pfizer, Nvidia: Market Recon...AAPL
December 7, 2021
Volatility swings mask a return to fundamentals, mostly.
November 30, 2021
Stephen Guilfoyle in his Market Recon column examines Monday's faux rally in equities, worrisome words from Jerome Powell, Janet Yellen and Moderna's CEO, the market overhang created by the Omicron variant, and the significance of CEO Satya Nadella's sale of nearly has his stake in Microsoft (MSFT),...MRNA
October 28, 2021
The Worms Turns, O Bank of Canada, Flattening Curve, Ford on Fire, Apple, Amazon: Market Recon...AMT
October 26, 2021
October Rebound, Pricing In the Past, Tesla Hertz So Good, Space, Facebook Q&A: Market Recon...MMM