Market Review
Thursday was a heck of a day for risk assets. Prices fell hard across the board. We have warned investors that the Fed's monetary policy errors and the cash dropped…
JPo Spoke & People Listened
The Federal Reserve finished its long-awaited meeting and decided to raise the target Fed Funds rate by 50 basis points (0.50%) to 0.75% to 1.00% This article is for registered…
It’s Fed Day
The Federal Open Market Committee will finish its deliberations and announce its decision on short-term interest rates Wednesday afternoon. This article is for registered members - please login or click…
Delusion Reigns at the Eccles Building
Never in the history of the world has the financial well-being of so many been tied to the economic competence of so few. Yet what emerged from the latest Federal…
Whipsaw & More: BA & QQQ
The equities markets gave us an enormous stick save. (Hockey fans unite!) This article is for paid members - please login or subscribe for access.
The Week Ahead | 05/02/2022
Global Spotlight European governments discuss the energy crisis. France will host a meeting of EU energy ministers on May 2 to discuss how to deal with Russia’s decision to halt natural…
Sysco Corp: SYY
Institutional money managers who must hold equities by mandate or prospectus are looking for a place to hide. Where one should direct assets is the big question. The traditional view…
Web Extra: Stocks Rally After Hours and Answering Viewer Questions
Today, Mikes does a quick touch on after-hours earnings in $PYPL $QCOM and $FB along with a conversation about call-spread risk reversals.
Web Extra: Is it too late to hedge?
Mike discusses various strategies using Index or Index ETF options to hedge a portfolio.
Web Extra: Is Energy Oversold?
Energy has been hard hit hard lately, and today was particularly painful. But Chris Verrone of Strategas was on CNBC’s Fast Money today, suggesting that the sector may be slightly…
Mastercard: MA
Mastercard is a company we had discussed several times on these pages. It is also a stock that has frustrated us as of late. This article is for paid members…
GLD: What to do about Gold?
Precious metals investors, particularly those holding onto gold, find themselves in a tough spot. This predicament is not of their making. On the contrary, This article is for paid members…