We discuss Dell (DELL) going private, the amazing run of the Japanese markets and more. Also a few interesting stocks and an analysis of eatnings.
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NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode....
There have been many negative surprises recently related to the eco data in the U.S. and that is telling us something. Even though there have been some points that have been resilient (manufacturing), the overall results have not been very bullish. Yet, the markets are reading the positive surprises as...
After last week’s waterfall of data, this week we have a bit of a respite. Factory orders and the ISM Service index will be the most important considerations for the week. Initial claims will also be watched as the tick up last week was not anticipated.
We are also seeing that...
Earnings are flowing and the economic landscape is changing. As we talked about in last week’s episode, currency wars are fueling the rally. Emerging markets have been lagging though and Tim Seymour provides some excellent insight into where the money may be flowing and which markets are best to avoid....
The most recent earnings season has seen a great deal of earnings beats while guidance from companies has been lowered. That has been music to investor’s ears as they look past management’s comments and focus on the last quarter.
Usually markets are considered forward looking, but that does not seem to...
