A Word From Bob

As Seen & Heard

Contact Us

rss

Invest Yourself

The FREE Investment Newsletter That Really Works!

1.31.2019 - Insider Bookmark

1.31.2019

Hello all. 

This has been a very strange morning. I should have stayed in bed.  But I do want to shout out to my friend Bryce, who lost his dad this morning. Prayers to you and your family buddy.  We knew it was coming, but still hits hard when it does. 

1.30.2019 - Insiders Bookmark

1.30.2019

Morning all, I hope you're sheltered from the weather.  I'm sitting here looking at the weather map and shaking my head, as we're seeing temps that are quite unbelievable. -25 in Chicago? -27 in areas of Wisconsin?  Wind chills of -60? 

These numbers are no joke folks. Stay safe. Stay inside as much as you can, and if you go out, make it as quick as you can. 



Well, we sort of saw that one coming. Yesterday was a big pause day for the market as they waited on the Feds, and China talks and... AAPL. 

After the bell AAPL announced earnings that evidently weren't "as bad as they might have feared," and "boom" they're up sharply. 

Here's the deal. Not long ago AAPL came out and said that they'd stop reporting unit sales, and they "guided" lower for the first time in like 15 years. So that had everyone in a panic that AAPL was in terrible shape. 

Well, it was pretty horrible, especially in China. Revenues from China sales fell over 25%.  Yet just like the old adage is to buy the rumor and sell the news, they flipped it and sold the news of the guidance slash,  and bought the actual release.

That's why we're looking at green futures this morning. 

Granted I'm typing this at 5:40 am, but we see the DOW looking to open + 80. The NASDAQ +50.


But that could change today, as we've got the Fed decision and press conference this afternoon, and we've got the start of the China trade talks. While I'm sure there's not going to be any rate hike today and their language is going to be fairly dovish, I'm more interested in what they're going to say about the balance sheet. 

Wall Street is playing down the effect of the winding down of the balance sheet, but I feel that's a mistake. Their balance sheet was the liquidity that pushed all these markets to bubble territory. Take away that juice, and what's to replace it? Nothing.

Most are thinking that if they stop hiking rates, then everything will be just fine. I don't agree with that. To be "fine" the way Wall Street defines fine ( meaning the market continues higher)  I think they have to stop hiking rates AND slow the rate of balance sheet reductions. That's the part of Powell's talk I'll be looking for. 

There's still a ton of earnings coming at us today, so get your popcorn. 

We'll know a lot more about what this market is all about after we get past today. Actually, past tomorrow morning, because it will take them another half a day to digest the Fed. 

With that in mind, today's simply a watch day. 

So, I'll get with you around 11, and see what else has developed. I'll see you then. 

1.29.2019 - Insider Bookmark

1.29.2019

Hi everyone, how's your morning going?  Mine took an interesting little twist. 

If I'm not going to my wife's office, I usually play the good husband role and go out and squeegee the car windows for her. Down here in Florida, your car is covered in dew every single day if it's outside and not under a tree or tarp. 

1.28.2019 - Insider Bookmark

1.28.2019

Good morning all, welcome back from your weekend. I know for all my northern friends that the cold has been putting a damper on some of your activity. Just so you weren't completely alone, the weather soured here in Florida and we got swamped with a steady downpour of rain for 14 hours.

1.25.2019 - Insider Bookmark

1.25.2019

Good morning everyone, another one of those Friday things has rolled up on us.

Yesterday was another roller coaster day, however it was evident that they like technology. While the S&P eeked out 4 points the NASDAQ grabbed 47. The DOW just couldn't quite figure it all out and ended the day red by 22. A pretty flat day all in all. Of course that is if you weren't in something like LRCX!

1.24.2019 - Insider Bookmark

1.24.2019

Hello everyone, welcome to the completely whacked out world of current events. 

By the way, to all my friends up in the Middle north of the nation, it's time to buckle down for some horrendous cold that's coming your way. My favorite long range weather forecaster is predicting 20 below zero for Chicago on Wednesday.  Some models have it as low as -34.

1.23.2019 - Crying Wolf? Bookmark

First off, let me say that the launch of our new product "Horizons" has gone well, and we've already taken on two long term positions. 

Last Sunday we launched the first introduction issue of our new product we’re calling “Horizons,” for people that are interested in longer term investing. If you missed getting in on this “from the start”, no worries.  You can still sign up and of course get the initial “introduction” letter to the service. I think the “fun” part of this, is that the people that sign up this week, will get in on the ground floor, and get the very first “investments” we’re going to be making.  The first letter with “actionable” investments goes out Sunday evening the 20th.. If you’ve liked the Insiders Club, or the FIR, but simply can’t “trade” because of jobs, etc. this could be the service for you.  Simply go here:

https://www.investyourself.com/free-newsletter/longterm


Then in the commentary section of this weeks letter, we discuss why the economy  still "looks" okay on the surface, while everyone with a brain knows that we're in a wold of trouble. So by all means, give today's letter a read, because under the surface the toxic brew is expanding.  One day, it's all going to explode like some deviant volcano. 

 

1.23.2019 - Free Investing Newsletter Bookmark

Crying Wolf for 20 years?
 
Before we get to the meat and potatoes of today’s letter, I just want to mention that the Launch of our new product “Horizons,” for the long term investor, has gone well. We’ve already taken on two positions, and this weekend we’re going to be discussing ‘position size” and portfolio balancing. If you’re interested at all in investing with a longer time Horizon, sign up and see if we can help you.

While I eventually expect to just put out 2 - 3 letters per month, because this is new, and there’s some learning curves concerning just how to make it the most effective it can be, I’m sending one out each Sunday evening for a while.

I’d be thrilled to have you along for the ride! Just remember, this letter isn’t about trading, it’s long term investing. Our “Insiders” club is the place to be if you’re a nimble trader.

1.23.2019 - Insider Bookmark

1.23.2019

What a crazy day that was. 

I suggested back on Friday that I didn't want to add to any positions in case we stumbled into a "blood red" day. Well the futures suggested red, and we got it. After wobbling around from about - 120 to - 170, the wheels came off in the early afternoon. 

1.22.2019 - Insider Bookmark

1.22.2019

Good morning all, welcome back from what might have been a 3 day weekend for you. 

This weekend, mother nature decided to show people what she can do, and boy did she. Snowstorms, ice storms and temps below zero hit tens of millions of people. Down here in Florida, we didn't escape unscathed.

Social Media

Archive

Bob Recommends