August 10, 2016 by Dan • FREE ACCESS

For the better part of 2015, it was somewhat concerning that a handful of growth stocks masked a total lack of progress in the broad market. #FANG 2015 vs. YTD 2016$FB +34% vs. +20%$AMZN +118% …

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August 9, 2016 by Dan • FREE ACCESS

In many ways the confusion of U.S. citizens relating to political allegiances in this presidential election cycle, and the difficult choice many will have to make, country over party, resembles the consternation many investors have faced in 2016 as …

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August 8, 2016 by Dan • FREE ACCESS

Two weeks ago, Unilever, a company with its origins in Victorian England, and whose mission at that time was ‘to make cleanliness commonplace; to lessen work for women; to foster health and contribute to personal attractiveness, that …

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August 5, 2016 by Dan • FREE ACCESS

This morning’s July non-farm payrolls report came in better than expected for the second consecutive month. That brings the average monthly gains to 186,000 for 2016. The unemployment rate stayed put at 4.9%.  The July …

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August 4, 2016 by Dan • FREE ACCESS

Yesterday, shares of Fitbit (FIT) closed up 13.5%. Shares of 3D Systems (DDD) closed up 17.5%. This morning, shares of Square (SQ) opened up 15%. All of these initially hot out of the box (IPO) tech stocks are …

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August 3, 2016 by Dan • FREE ACCESS

Sometimes I can sound a bit like a broken record. I see risks to the current market / economic backdrop and feel that other market participants / pundits are overlooking given their long biased mandates. …

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August 1, 2016 by Dan • FREE ACCESS

In case you missed it, the U.S. economy grew at a disappointing 1.2% in the second quarter, well below the 2.5% estimate., but above the .8% print for Q1.  As highlighted in Friday’s WSJ: Economic growth …

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July 7, 2016 by Dan • FREE ACCESS

Lat Friday on CNBC’s Options Action, we discussed the under-performance of Biotech stocks in the first half of 2016. Meg Tirrell highlighted the large cash balances of mega-cap biotechs, and the potential for a second half …

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