Countdown to Goldman’s Investor Day and Buffett’s Defense of Buybacks 2/27/23
Shares of Goldman Sachs have been lagging rival Morgan Stanley this year, but with the investment giant holding its first investor day in 3 years tomorrow, could CEO David Solomon say something that c...
27 Helmi 202343min
Stocks Sink on Hot Inflation Report, and Apple Breaks Below Key Level 2/24/23
Markets closing out their worst week of the year with more losses after the Fed’s preferred inflation measure showed prices rose faster than expected in January. What that means for the central bank a...
24 Helmi 202322min
Another Black Eye for Boeing, and How Tapped Out Is the Consumer? 2/23/23
Boeing halting deliveries of the 787 Dreamliner after issues with its fuselage component, the latest challenge for the jetmaker. Plus shares of consumer stocks from Wayfair to Domino’s to Dollar Gener...
23 Helmi 202343min
Is AI All It’s Cracked Up to Be? And Apple’s Latest Moonshot 2/22/23
China reportedly looking to ban ChatGPT, and new reports show the cost of AI-enabled search is much more expensive than traditional methods. So do these latest headwinds deal another blow to the prosp...
22 Helmi 202344min
Stocks Post Worst Day of Year, as Consumer Stocks Flash Warning Signs 2/21/23
The Dow dropped nearly 700 points and fell back into negative territory for the year and the Nasdaq fell 2.5%. The moves coming after stark warnings from Home Depot and Walmart about the strength of t...
21 Helmi 202343min
The Great Market Disconnect, and the Chart Master Updates His Apple Call 2/17/23
Stocks held steady to end the week, with the Dow rising 130 points, even as 10-year yields hit their highest level since November. So why don’t equity markets seem to believe the Fed when it says to g...
17 Helmi 202322min
Why Are Risk Assets Rallying? And When AI Falls in Love 2/16/23
There are plenty of reasons to believe the Fed when it says rates will stay “higher for longer” – hot inflation, a strong consumer, and the talk from all those central bankers. Then why don’t risk ass...
16 Helmi 202343min
A Stunning Admission From Ford’s CEO and Big Jumps for Roku, Cisco and Zillow 2/15/23
Ford’s top executive admitting the company is lagging way behind its competitors on costs and vows to cut inefficiencies in production. What the automaker has to do to regain its footing. Plus shares ...
15 Helmi 202343min
