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2.10.2017 Bookmark

2.10.2017

Hello everyone, we've made it to Friday.  What a week it's been, eh?  Not a day goes by where there's not some drama concerning Donald Trump or the protestors, or what have you.  Then we had a Fed head saying that by reducing the balance sheet they might be able to do QE in the future. Then we had another suggest that a rate hike in March should not be off the table. Not to mention the uproar about Conway suggesting people buy Ivanka's products. Sheesh!

9.17.2016 - Financial Intelligence Report Bookmark

Rates, or Japan?
 
On September 20 and 21, the Federal Open Market committee meets to discuss monetary policy. Billions of gallons of digital ink, and a thousand hothouses worth of hot air has been spoken concerning whether the Fed's will hike rates for just the second time in 10 years.

So we'll know that answer on Wednesday. Naturally, the common thinking is that "no way" will they hike rates, simply because despite an overpriced stock market, the true economy is grinding and groaning itself lower. Between the retail sales, the productivity, the regional Fed reports, etc, it is clear that on a fundamental basis...they can't hike.

3.10.2016 - Insiders Club Bookmark

3.10.2016

Good morning all, welcome to Thursday.

Well, he did it. Draghi brought out the bazooka.  In a policy move that only an academic from Wall Street can understand, if what you've been doing doesn't work, then do more of it.

3.8.2016 - Insiders Club Bookmark

3.8.2016

Good morning all, welcome to Tuesday and what ever fun that's going to bring.

Yesterday they pulled the magic levitation rabbit out of the hat. I had gone short Friday, thinking that they might come to their senses over the weekend and let this market pull back some, but no... they refused that and I covered my short for the slimmest of profits.

12.3.2015 - Insiders Club Bookmark

12.3.2015

G' morning all, are you ready for today?

So yesterday the market fell apart a bit. They're trying to blame it on the "event" out in California, but I'm none too sure that's got anything to do with it. It didn't help matters none, that's for sure, but Wall Street rarely pays attention to so called "shootings" .

11.19.2015 - Insiders Club Bookmark

11.19.2015

Good morning all, and a happy Thursday to you.

Yesterday was one of those inexplicable events that tends to not make a lot of sense. Some really smart people were asking the same question...why was the market soaring with all the so called terror activity going on and the Fed minutes talking even heavier concerning lifting rates in Dec?  You can come up with a bunch of theories but all in all, it did seem a bit outsized and strange. 

Insiders Club - 5.19.2015 Bookmark

5.19.2015
Good morning everyone, get ready for yet another day of shaking your head and saying "huh?"

Insiders Club - 1.29.2015 Bookmark

1.29.2015


Good morning all....

NOTE>>>> On Friday there will only be the morning updates, nothing in the afternoon. The wife and I are attending the funeral services of our neighbor Dave, who passed after a long battle of illness.

I laid out everything yesterday. The market is terribly weak and they're praying for a miracle. If you've noticed, the market is now lower than it was when Draghi announced his "all in" QE program. Evidently "good news" isn't having the carrying power it used to have.

Insiders Club - 1.20.2015 Bookmark

1.20.2015

Good morning everyone, welcome back from your 3 day weekend. It was glorious taking that extra day "off" from the markets, so that our burnt out brain cells could try and repair themselves. But here we are, and instantly the brain cell burning has resumed. Consider...

JNJ released earnings today. If all you had to go by was the "hype" from CNBC and analysts, you'd swear they were incredible earnings. But as usual, when we take a quick scan of the release, we see a lot of things that the cheerleaders must be blind to. First off, Revenues actually fell Year over year. Is that good? Nah, not really. But wait it gets better. They released "non GAAP" earnings of 1.27.   Guess what they'd have had to admit to if they were following GAAP rules?  89 cents. Yes folks, Pro-forma, non-GAAP added almost 40 cents a share to their report.

I can smell my smoldering brain cells now.....

Insiders club - 1.15.2015 Bookmark

1.15.2015

We might need to tighten the seatbelts today.....

Last night the futures continued higher and higher. It looked like the "double bottom" I mentioned in the Newsletter last night was holding and the traders were willing to put in a snapback form of a rally. But then something happened....

The Swiss National bank decided out of the clear blue that they would 1) cut interest rates to NEGATIVE 0.75% and 2) they would remove the ceiling caps on their currency in regard to its relation to the Euro. 

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