Tech vs Financials Ahead of Warsh’s Jackson Hole Speech
Tech ($XLK) vs. Financials ($XLF) at 9:56 a.m. ahead of Warsh’s Jackson Hole speech:
Position: None
Showtime in Wyoming, Great Day for My Book (But Not Breadth), Charting Nvidia
The market will run through Jackson Hole Friday. Here are my thoughts as Kevin Warsh takes the stage.
Tech vs. Financials
Tech ($XLK) vs Financials ($XLF) at 9:56 AM:
Position: None
Tech vs. Financials
$XLK (Tech) vs. $XLF (Financials) at 2:30 PM:
Position: None
Iran Put on Notice, Partners Warned; How to Corral the Yield Curve
Trump vows economic pain for Iran; my colleague has an intriguing (and smart) economic plan; bracing for the week ahead.
No Time to Let Your Guard Down
As tensions with Iran escalate, major domestic equity market indexes trade close to all-time highs, and oil rises, you best be ready.
Wednesday Afternoon Overview
Energy ($XLE) vs Financials ($XLF) ; Tech ($XLK) vs Consumer Discretionary ($XLY) as of 2:45 p.m.:
Sometimes Bad Is Good, and Sometimes Bad Is Bad
Let’s sort through what those Friday jobs numbers mean for rate-hike chatter, what’s happening (or not happening) on the Strait, and why Trump is in a tough spot.
Party on Wall St.! Palantir, Micron, SK Hynix Invited! (SpaceX, AMD Not…)
Are ‘Happy Days’ here again? Let’s check the stats, charts and the action on Wall Street. Also, guess who’s getting beat up along the way….
Who Wants to Believe in Iran Talks? (The Markets Do); Big Earnings; Yen Plan
Let’s look at how Trump holds off big attack on Iran and the markets look optimistic, a joint plan for the yen, and earnings on tap for this week.