March 24, 2017 by Dan • Morning Word

Last week, the cloud software provider Adobe Systems (ADBE) reported better than expected results and guidance, per Barron’s Online: Revenue in the three months ended in February rose 12%, year over year, to $1.68 billion, yielding EPS …

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March 22, 2017 by Dan • Morning Word

Yesterday I spent most of my day away from my screens, it was quite refreshing to be honest. As you are likely aware, the S&P 500 (SPX) had its first 1% plus decline in 109 …

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March 21, 2017 by Dan • Morning Word

There are few sub-groups in retail hurting as bad as department stores. Yeah Amazon.com (AMZN) is doing its thing, but these companies were so late to adopt omnichannel selling strategies, too reliant on mall traffic, …

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March 20, 2017 by Dan • Morning Word

CC and I are both traveling with our families for Spring Break this week, if not much is happening in the market, postings may be light. I’ll be back Friday on Fast Money and Options …

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March 17, 2017 by Dan • Morning Word

The the of today’s MoneyBeat column in the WSJ is Beware of Slumping Transports. If 2017 isn’t your first rodeo, then you know why. Transports and Dow theory are a bit ol’ timey, but it’s …

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March 14, 2017 by Dan • Morning Word

Over the weekend, The FT ran this gem of a title, US Treasuries: On the cusp of a reversal. This comes, of course, on the cusp of the FOMC meeting this week where expectations point to …

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