Quiet Markets After Issues At the NYSE - Jan 24, 2023
Markets started the morning in wild fashion with halts across stocks on the NYSE due to glitches however things calmed down significantly; Microsoft will kick off Q4 earnings reporting for big tech af...
24 Jan 20234min
Risk-On Rally In Stocks As Earnings Season Kicks Into Gear - Jan 23, 2023
Stocks are rallying again here on Monday across all sectors; More layoffs in tech are announced with Spotify's 6% workforce reduction; Microsoft finalizes their investment into OpenAI; Activist invest...
23 Jan 20237min
Tech Stocks Rally on Job Cuts While Hated Banks Exceed Low Expectations - Jan 20, 2023
Google and Wayfair announce workforce reductions, sending their stocks higher; Silicon Valley Bank and Ally Bank pop after earnings are less bad than feared; We look forward to a heavy earnings calend...
20 Jan 202311min
Credit Card Companies Predict Mild Recession for 2023 - Jan 19, 2023
Discover Financial assumes unemployment will rise and makes higher credit provisions, dinging the stock this morning; a budget could loom for the US govt which is weighing on alternative energy stocks...
19 Jan 20234min
The Booming Trend That Could Reshape Society - Jan 18, 2023
Markets reverse course after weak economic data and an inverted yield curve stoke deeper recession fears; Microsoft announces layoffs; I also talk about how a booming trend in new weight loss drugs co...
18 Jan 20238min
Silvergate Capital Could Be In Trouble - Jan 17, 2023
It's a relatively quiet day in stocks, bonds, and commodities; GS and MS report banking weakness but balance sheets still look relatively healthy; Silvergate Capital (SI) however looks like it could b...
17 Jan 20237min
Should We Worry About Credit Trends At Big Banks? - Jan 13, 2023
JP Morgan, Bank of America, Wells Fargo, and Citigroup report their Q4 2022 earnings results; Income rises despite rising credit provisions...should we be worried?
13 Jan 20238min
Inflation Cools & Bulls Rejoice - Jan 12, 2023
The December CPI data came in line with expectations, cooling for a sixth straight month to 6.5%. The market moves to pricing in a less aggressive Fed. TSM reports robust earnings but forecasts a slow...
12 Jan 20235min
