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5.14.2017 - Free Investing Newsletter Bookmark

All of it
 
Today's letter is about pondering. We're going to ponder the future. It should be interesting.
 
I would guess that by now most of you know that things are just not like they used to be. If you went back 30 years and tried to tell the investing community that GAAP accounting would be replaced with "pro-forma" or "adjusted" earnings, they'd look at you funny. If you told them that in some years, fully 40% of the market's moves were based on stock buy backs, buy backs financed by selling Corporate debt, they'd giggle at you.

3.16.2016 - Insiders Club Bookmark

3.16.2016

Hello all, welcome to Yellen day....

Tuesday was the lowest volume day of the year. Monday was the second lowest volume day of the year.  No one wanted to make a move ahead of the Fed. Well, today is decision day.

There's a lot of things in play right now. The Fed's are in a strange predicament as they've told the world we're doing really well, with virtually "full" employment. Yet that doesn't jive with 0.25% interest rates.  It looks stupid.  So for them to continue to "wait" on normalizing rates, just lends to the idea that the Fed's are happy rigging the markets higher

3.14.2016 - Insiders Club Bookmark

3.14.2016

Good morning everyone, welcome back from your weekend. I hope you all got your clocks adjusted properly!   It's amazing how many of those things are hiding around the house. Between the alarm clocks in the bedrooms, the coffee pot, the microwave, the stove, the mantle clock, the clock in the garage, all the cars, etc...we actually were stunned at how many clocks are spread around.

So it's Monday....

Insiders Club - 5.4.2015 Bookmark

5.4.2015

Good morning all, welcome back from the weekend.

Insiders Club - 4.21.2015 Bookmark

4.21.2015

Today is going to be incredibly interesting.

You all know the story, back on Friday the market was down 350 at times, and closed out the day off about 280.  Then Monday rolls around and we get the lions share of those points back, ending the day up 208.

Insiders club - 3.2.2015 Bookmark

3.2.2015

Good morning all, welcome to March....

The last day of February went out a little weak, but as a whole the month was quite spectacular for the bulls. On might have thought that with so many economic readings missing the estimates that maybe investors would take a pause. Well that's all fine thinking, but the fact is that investors aren't moving these markets any more. In fact, investors are irrelevant right now.

Well if investors aren't the ones moving stocks higher, then who is? That would be companies themselves via buy backs. February saw the most buy backs in one month that's EVER been recorded.

10.23.2014 CAT to the Rescue?! Bookmark

Yesterday  the market sold off a bit as we expected it might. But overnight they manufactured some really doctored up European PMI's and got things turned around. Despite the horrible internals out of France and even Germany, they "magically" got the headlines to seasonally adjust themselves to positive readings. Bravo.

Insiders Club - 10.20.2014 Bookmark

10.20.2014

Good morning all, welcome back from your weekend. I surely hope it was a good one for you all. Down here in Florida, we had a most spectacular weather weekend. The humidity went away, the temps cooled off and the sky was deep blue. It made for a perfect day to go for our weekly bike ride and beach walk.  I could surely go for a bunch more days like that.

In market land, things got sort of crazy this morning. Overnight the futures were up pretty strong, although they were fading just a bit from the highs. Then they simply "crashed". What was the problem? IBM.  They came out with their earnings, and they missed by a mile on the top and bottom line. It was the 10th quarter in a row of year over year drops.

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