For most late February and early March, as the coronavirus was making its way around the world, most market participants and pundits were insisting that we do not have a financial crisis, but a health …
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Over the last month I, as have you, have heard the term unprecedented relating to far too many aspects of our life than we would like. There has been no shortage of comparisons made by …
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On March 16th, despite expecting lower lows in shares of Starbucks (SBUX) I attempted to lay out a thesis on the stock that was constructive coming out of the other side of the current crisis …
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This morning on CNBC I heard a discussion regarding corporate guidance, the act of management of public traded companies offering their outlook on earnings, sales, margins, units (etc) for the current period and the full …
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This tweet yesterday from strategist David Rosenberg highlighted a point I have been making for a couple of years about the benefits for market returns in good times and the risks in bad ones of …
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Yesterday in my In The Money series with Fidelity Investments we did a quick touch on the 20% bounce in the stock market since last Monday, March 23rd and discussed prior 20% rallies during the …
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Shares of Electronic Arts (EA) have held up fairly well of late, at its lows last week down 25% from its 52-week highs from January vs the S&P 500 (SPX) which was down nearly 35% …
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