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Tuesday, January 22, 2021
From In the Know - view blog entries - visit this blog
January 22, 2021 at 10:01 am ET
International markets have been in a panic the past couple of days, and the US markets are responding this morning. The emergency rate cut by the Fed has been welcomed as stocks have bounced ... (more)

Monday, January 21, 2021
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January 21, 2021 at 10:44 am ET
I'm back from a week long vacation. It was a tough week to miss as the markets were dropping rapidly. It looks like there is more ahead. Overseas markets are dropping hard ... (more)

Monday, January 14, 2021
A New Week (4 clicks)
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January 14, 2021 at 8:41 am ET
Good morning. I'm out of town and don't have all my typical resources, but wanted to get a post in. Stock futures are looking up this morning on the back of a good ... (more)

Thursday, January 10, 2021
Deal Talk (2 clicks)
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January 10, 2021 at 3:42 pm ET
I like the idea of Bank of America(BAC) acquiring Countrywide(CFC). I like what it does for BAC, and I like what it does for the market. Countrywide has been one of the major ... (more)

Wednesday, January 9, 2021
Lots of Unknowns (2 clicks)
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January 9, 2021 at 11:08 am ET
The market has been selling off pretty furiously to start 2008. We've heard the warnings from the media, but now we're getting them from Merrill and Goldman, which makes me listen a little more. ... (more)

Monday, January 7, 2021
Monday's Action (4 clicks)
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January 7, 2021 at 11:21 am ET
Shares have struggled to hold onto gains this morning. The media has basically proclaimed we're already in a recession. So I have to ask a couple of questions:Can we have a bad bear ... (more)

Friday, January 4, 2021
End of the Week (4 clicks)
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January 4, 2021 at 4:06 pm ET
Today was an eye opener. Anytime you see the Nasdaq drop 100 points, you know you're talking about a sell off. There was nothing to keep the market up today, and if we hadn't ... (more)

More Uncertainty (5 clicks)
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January 4, 2021 at 10:16 am ET
The market is getting hit from all angles this morning. First off, you've got two outsider candidates winning in Iowa last night. That brings a lot of potential for change, which the market ... (more)

Thursday, January 3, 2021
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January 3, 2021 at 9:53 am ET
The price of crude oil touched $100 per barrel briefly yesterday, and the aftermath was interesting. It was clear that the media was dying to run the headline of oil hitting $100, furthering their ... (more)

Wednesday, January 2, 2021
2008 Portfolio (6 clicks)
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January 2, 2021 at 12:14 pm ET
As promised, here are my picks for 2008. I created a portfolio to track the results, and will update them periodically. The picks are based on trends that I see heading into 2008. ... (more)

Monday, December 31, 2020
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December 31, 2020 at 4:55 pm ET
Well, 2007 is in the books, and its time to see how we fared. The Nasdaq led US stocks with a 9.8% return. The Dow returned 6.4%, and the S&P returned 3.5%.Last year ... (more)

Sunday, December 30, 2020
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December 30, 2020 at 7:44 pm ET
2007 was a year of incredible volatility in the markets, and presented an environment where probably only the most experienced investors had highly profitable years. Combining the volatile swings in the market with the ... (more)

Thursday, December 27, 2020
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December 27, 2020 at 10:39 am ET
The market is moving mostly lower on a day with some negative, but mostly non-significant data numbers. There continues to be a battle among the brokerages and banks, each downgrading each other and cutting ... (more)

Monday, December 24, 2020
Cash Infusions (4 clicks)
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December 24, 2020 at 10:03 am ET
In a time of year where most of us could use a cash infusion, Wall Street's biggest brokerages are all getting them. The interesting thing to me here is where the money is coming ... (more)

Thursday, December 20, 2020
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December 20, 2020 at 10:57 am ET
I've always been very interested in energy issues, and have been studying the current events and where we're headed in terms of energy. Energy is important for economic, political, and environmental issues. With ... (more)

Wednesday, December 19, 2020
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December 19, 2020 at 10:06 am ET
More issues in the financials, and today its Morgan Stanley. About what we expected. Took on too much risk, more write-downs etc. But isn't this what we wanted them to do? ... (more)

Tuesday, December 18, 2020
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December 18, 2020 at 9:37 am ET
Stocks are reaching a pretty attractive point. I'm not surprised to see the negative sentiment continue through the media. The media can be helpful, but most commentators give us a good idea of ... (more)

Friday, December 14, 2020
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December 14, 2020 at 12:20 pm ET
The inflation numbers came in higher than most expected. Inflation is one issue that has concerned me, because if it gets out of control, it will erode the consumers ability to spend. If ... (more)

Thursday, December 13, 2020
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December 13, 2020 at 9:56 am ET
Looking at the mess in the financial markets right now, I've been trying to come up with where the buying opportunities are at. Right now it seems all banks are just trying to get ... (more)

Wednesday, December 12, 2020
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December 12, 2020 at 9:33 am ET
I applaud the Fed for their move yesterday, and not caving in to the people clamoring for a .50% cut. There is still too much information that needs to be seen. Many economic ... (more)

Monday, December 10, 2020
Stay the Course (6 clicks)
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December 10, 2020 at 10:34 am ET
Stocks are rallying again this morning on the potential of a rate cut tomorrow. I'm not even sure if the market needs the cut. The question is what is going to happen when ... (more)

Friday, December 7, 2020
Friday Trading (3 clicks)
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December 7, 2020 at 9:55 am ET
The jobs report came in a little better than expected. This leaves uncertainty over next weeks potential rate cut. This is proof that our economy is much stronger right now than the media ... (more)

Wednesday, December 5, 2020
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December 5, 2020 at 10:58 am ET
Being short term bullish continues to be the best strategy. The sentiment has been much to negative, and I've focused on that as factor for stocks to run higher. The Fed appears poised ... (more)

Monday, December 3, 2020
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December 3, 2020 at 12:13 pm ET
In case anyone was questioning the demand for these cranes I've talked about, take a look at this diagram of skyscrapers under construction. Also look at how many are in Dubai. Wow.View the ... (more)

From In the Know - view blog entries - visit this blog
December 3, 2020 at 11:32 am ET
Here's a few items that I'm thinking about today:1) I'm weighing the prospects between a fair amount of negative indicators vs. just plain negative sentiment. The key is determining what is a threat to ... (more)

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