So the markets love Hillary Clinton? No, the markets were building in a Trump victory and the news from the FBI that there would be no indictments from these new emails makes voting for Hillary...
If Apple didn’t like Netflix when it was worth $25 billion, why do people think Apple would like Netflix enough to acquire it at $45 billion? It’s a legit question given that the stock is u...
This alleged freeze of OPEC production seems to me like the final act of desperation on the part of these oil-producing countries to keep oil from breaking back below $40 on its own weight. Thi...
When is long-term just a cop-out and when does it make sense? At what point should you just say, “Forget about it, there’s nothing there.” Or should you say, “Look, I know the near term i...
Competition’s a terrible thing – at least if you are a shareholder. Sprouts Farmers Market has been laid low today by competition. Who isn’t in the natural and organic space these days? Wh...
“Turning on Apple now?” It was a simple tweet and nothing meant by it. Yet I took it personally. I’m talking about how on Scott Wapner’s Halftime Report and in RealMoney I mentioned th...
We can think of a dozen different variables about why Walmart can report a terrific quarter like it just did. The leadership team, especially CEO Doug McMillon, is much stronger and centralized....
No, I don’t think you can call a bottom in oil. Not when our own Carley Garner indicated we could have a bounce before we head down again because there are still way too many “longs.” But...
This market would have sold down at one point and sold down hard on a sequence of events like we had today, a one-two punch of lower interest rates and lower oil – something that used to signal...
My how the mighty have fallen. I’m talking about the standing stocks have with peoples’ savings these days. On the first down day in ages, it’s worth pondering how stocks, at least accordin...
The short squeeze before the storm? Or simply one of those situations where those who got short after Brexit finally had to give in and cover? I think a lot of it is the latter. I want you to t...
One down, one to go. I am talking about how this stock market now has gotten through another Federal Reserve meeting unscathed. Yep, the Fed agreed to do nothing and that keeps stocks on the ag...
Stop trading! George Soros is negative. He’s rich, he’s famous and he doesn’t like stocks. He likes gold! I don’t know about you, but I am getting a bit tired of negative billionaires. ...
You want to buy oil ahead of the Organization of Petroleum Exporting Countries meeting? You want to buy stocks because you think people want to buy oil ahead of the OPEC meeting? You hear that th...
Could the nascent tech rally that began with the spectacular earnings from Applied Materials gather strength here? That amazing conference call from the semiconductor equipment manufacturer at ...
Staying power is a remarkable thing. Some companies have it. Others don’t. Staying power is dramatically underrated by traders even as it is the lifeblood of long-term shareholders. Increasin...
Some guys can get away with financial murder. Other guys can’t get away with anything. And still other guys think they can forecast wild changes every three months and still have credibility, w...
Have we seen the high water market in government’s battle with everything pharma? Is the worst over for this challenged industry? Those were the thoughts that went through my mind watching Va...
Do not adjust your TV set or your cellphone. The prices you see are real, and even though they are insane, they are what happens when we are in a moment where there is radical change in the lands...
We need to stop thinking about luck and oddities and anomalies and start thinking that demand has gone up. This big Chinese export number – up 11.5% in March – is part and parcel of the rec...