Quick take on election and playbook reminder
Mid-terms were definitely not a total rebuke of President Trump, despite the Democrats taking control of the House. According to Fox News: Since 1862, the President’s party has lost…
Read MoreThe Day Ahead, Tuesday November 6th
The focus for investors on Tuesday will be on the midterm elections, although we noted yesterday that we have no view on the election and that it is unlikely to…
Read MoreMonday morning market musing
we have no view on the election tomorrow because the Presidential election made it crystal clear that even if you knew the outcome of the election, investors may not know…
Read MoreAnother solid week for earnings
It was a busy week for earnings with 136 S&P 500 (SPX) companies having reported. This brings the total number of companies that have reported third quarter earnings to 376,…
Read MoreAnother solid week for earnings
It was a busy week for earnings with 136 S&P 500 (SPX) companies having reported. This brings the total number of companies that have reported third quarter earnings to 376,…
Read MoreThe Day Ahead, Friday November 2nd
Following a third straight day of a greater than +1% rise in the S&P 500 on Thursday, investors will turn their focus to Apple’s disappointing Q4 earnings release as well…
Read MoreThis might knock your SOX off
The Philadelphia Semiconductor Index (SOX) has put in an impressive bounce over the last few days.
Read MoreOctober Sector Performance
Despite the 2.67% gain in the S&P 500 Index (SPX) in the final two days of October, it was a pretty bad month for equities
Read MoreThe Day Ahead, Thursday November 1st
Thursday features several economic data releases, but all eyes for investors will be on Apple’s Q4 earnings, which are due out after trading hours on Thursday. Following two days of…
Read MoreLate day bottoming process reminder
The market has seen a significant oversold bounce from the Tuesday afternoon low, and we expect further volatility ahead of the mid-term election and employment number. This is going to…
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