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10.21.2019 - Insider Bookmark

10.21.2019

Hello everyone, are you ready for a busy week?

10.18.2019 - Insider Bookmark

10.18.2019

Well it's another Friday. The weeks fly by. 

Yesterday afternoon, I took my wife to see the radiologist. For an hour and change this lady explained the type of treatment she would recommend for my wife. It's pretty scary having someone tell you that "oh yeah, you'll get some scarring on your lung, but it's not bad"

Not bad. Wow. 

10.17.2019 - Insider Bookmark

10.17.2019

Well, this could get interesting. 

I got up this morning,and saw the DOW futures up over 100 points. Hmmm I thought, someone said something.

10.16.2019 - Insider Bookmark

10.16.2019

Morning folks.

With all the Fed money sloshing around, the market really caught a bid. I more than anyone, should have known that Fed injections of 90 billion dollars, outweighs the "nothingburger" China deal. And, there's more to come. 

10.15.2019 - Insider Bookmark

10.15.2019

Morning folks. 

I really did think that they were going to sell the market over the less than wonderful China "deal."  In fact, now we're hearing that China wants the tariffs removed before they will go ahead with the 50 billion in agriculture purchases. 

Yet the futures are up 80 DOW points. Why? They are blaming the high futures on JP Morgan beating estimates. However, Goldman missed the estimates. Why aren't they pouting about that? 

10.14.2019 - Insider Bookmark

10.14.2019

Good morning everyone, welcome back from your weekend.  In usual fashion, I am hoping it was a great one for you all. 

Down here in Florida, we're still breaking records in temp land, hitting a new record Saturday. I find that interesting, since up in the MidWest states they're having blizzards.  How crazy is that?

10.11.2019 - Insider Bookmark

10.11.2019

Morning all, welcome to what could end up being a very wild Friday. 

Remember yesterday am, when I wrote about how volatile the market could get over the China trade talks?  Well, it's coming true. Let's quick review:

10.10.2019 - Insider Bookmark

10.10.2019

Morning all, are you strapped in?

Not five minutes after I fired off last night's letter, I got an alert that the S&P futures were down 40 points. So, obviously something had happened. 

What happened was that there were "reports" being tossed around, that the Chinese said that there's no use in continuing the talks, and they were going to shut down and fly out this morning. 

10.9.2019 - Insider Bookmark

10.9.2019

Morning all.

It's sad how completely ruled we are by technology. This morning I got up, grabbed some coffee and wandered over to the office to see what's happening. 

10.8.2019 - Insider Bookmark

10.8.2019

Hi all, are you ready for more madness?

So, yesterday the market put in a textbook fade after Thursday and Friday's romp higher. In a normal world I would have suggested that today would be a very strong up day. 

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