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9.15.2020 - Insider Bookmark

9.15.2020

Good morning all.

For those of you on the gulf coast, our prayers are going out to you. We all know you don't need another hurricane and 20 inches of raid, Stay safe, do your best.

9.10.2020 - Insider Bookmark

9.10.2020

Good morning all, welcome to the new dawn. 

9.1.2020 - Insider Bookmark

9.1.2020

Good morning all, welcome to a new month. September. Wow. 

September and October have always been my favorite months. The weather starts to break, the colors start to change, and it's simply a wonderful time. I just can't believe it's here already. 

For all the years that we lived on the bayfront in NJ, late September was really beautiful. The crowds thinned out, the notorious "green head fly's" were gone and you'd get the occasional chill in the morning air. I do miss that. 

7.31.2020 - Insider Bookmark

7.31.2020

Yep, I'm going to say it again, we've come to another one of those Friday things. My lord it's going to be August tomorrow. Wow. 

So last night, big tech blew away the numbers. On top of that AAPL announced a 4 for 1 stock split, something I haven't seen in ages. However, despite the incredible numbers the futures this morning are just ho-hum. I would have expected more excitement, which just shows you how tired this market really is. 

7.10.2020 - Insider Bookmark

7.10.2020

Another one of those Friday things has crept up on us folks. Yes indeed, they go by quick don't they?

So, we had yesterday. Sort of a strange day, where the NASDAQ hit record highs, while the DOW puked for 360 points. It just sort of proves the theory that if you're not TSLA, MSFT, GOOG, AAPL, NFLX,AMZN, etc then you're no one. 

2.11.2020 - Insider Bookmark

2.11.2020

Good morning all, welcome to a new day.

The futures are green again. The only explanation for this incredible push for higher and higher, in my estimation, is "headroom" over the corona virus

12.27.2019 - Insider club Bookmark

12.27.2019

Unleash the madness!  For what ever reason, they decided yesterday was a good day to start really pouring it on.  The monster names like AAPL had enormous gains. But not much compares to AMZN gaining almost 80 bucks a share. In one day. 

Go figure. 

9.11.2019 - Insider Bookmark

9.11.2019

Yes, it's 9/11. A day that every one of us will remember for ever. 

I will be writing about it for tonight's letter. 

1.4.2019 - Insiders Bookmark

1.4.2019

Morning all, it's another Friday. 

Yesterday was ugly. Again. Yes it was  AAPL, yes it was the credit market, yes it was a lot of things. 

When I saw them tumbling lower into the close, down 660,  I figured that my SPY had been sold off. It was. I didn't want to hold any SPY red, so I had set an electronic stop for  244.00 That got hit.

1.3.2019 - Insiders Bookmark

1.3.2019

Well now. 

Late yesterday afternoon, Apple's CEO Tim cook was getting questioned about how business is going. What he had to say caught 99% of the techies completely off guard. For the first time in decades, he said his revenue numbers were going to miss the estimates.

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