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Weekly TGIF

Weekly TGIF

Fast Moving Market

This was an explosive week for stocks; Especially for August. Volatility returned with a vengeance. August is always thinly traded, since it's generally vacation time around the country, so the low volume definitely contributed to…
August 17, 2018
Weekly TGIF

The Race to 5G

The race is on. It’s sort of like a new space race when the US and Soviets scrambled to be the first to reach the moon in the 1960’s. The goal in the new race…
August 10, 2018
Weekly TGIF

Buy the Rumor, Sell the News

“Buy the Rumor, Sell the News.”  Today was a pretty good example of this famous Wall Street phrase. 2nd Quarter GDP got announced early this morning at a +4.1% clip, the strongest growth the economy has…
July 27, 2018
Weekly TGIF

News vs Noise

I almost always come into the office on Friday’s thinking, “Wow, what a week. What could possibly be next?” What I’ve come to find, there’s always something. People tell me all the time how they…
July 20, 2018
Weekly TGIF

Market Drivers

Market volatility increased this week as the War on Trade continues to gain momentum. Politics and geopolitics seem to always bring turbulence. The Market is taking this whole issue very much in stride. International stock…
July 13, 2018
Weekly TGIF

Dow and Out

It’s the end of an era. General Electric was kicked out of the Dow Jones Industrial Average this week. It had been rumored for a while. GE was the last remaining member of the original…
June 22, 2018
Weekly TGIF

Central Banks & Soccer

What do Central Banks and Soccer have in common? Both capture an audience. One is much larger than the other and is much more exciting. Central Banks can move markets. Apparently soccer can slow them…
June 15, 2018
Weekly TGIF

What Lies Beneath?

Technology has had a stellar run over the past few years. It has led the Market or indexes for much of the run from 2016 (4th) wave lows at 1800 on the S&P through today.…
June 8, 2018