Tag Archives: Morning

Don’t give up on the bull case just yet: Morning Brief

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Tuesday, October 19, 2021 Jitters over inflation, supply and labor notwithstanding, the bull case is still intact After an encouraging run of bulge-bracket bank results that kicked off third quarter (Q3) earnings, this week’s earnings — which include Netflix (NFLX) and Tesla (TSLA) — will be an acid test for a skittish market that’s still Source link

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Why stocks are suddenly back in rally mode: Morning Brief

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Tuesday, October 19, 2021 Trash. That’s my word of the morning for you all.  My golf game was in trash-like form on Sunday afternoon while catching a quick 18 holes with Yahoo Finance senior columnist Rick Newman (whose play was not trash). I doff my cap to you, Sir Rick.  Trash was in my thoughts on the golf course (that led to trash play). I… Source link

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One very sticky inflation trend (and maybe another) on the rise: Morning Brief

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Thursday, October 14, 2021 Rents are surging, and your ticket out of town could be next The latest on the inflation front shows that consumer prices are still on the rise. As usual these days, there’s good, bad and worse news. First, the (sort-of) good news: September’s consumer price index (CPI) was relatively stable, with the headline rate… Source link

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Inflation is here. It’s ugly. It stings. But it could make you money: Morning Brief

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Monday, October 11, 2021 Funny (or sad, depending on how you look at it) short story from this past week that will inspire you to (hopefully) scrutinize your portfolio as we head into 2022.  I enjoy grocery shopping, really ever since I raised hell down the canned-goods aisles with my mom as a kid. The thrill of finding that perfect looking steak… Source link

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Jamie Dimon may have a point on the debt ceiling: Morning Brief

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Friday, October 8, 2021 Keep it or scrap it, Washington should stop playing chicken with the markets “…Goodness knows what the end will be; Oh, I don’t know where I’m at; It looks as if we two will never be one; Something must be done… Let’s call the whole thing off!” That old classic song, sung alternately by Fred Astaire, Billie Holiday, Ella… Source link

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Think of Facebook as a money maker, not a babysitter: Morning Brief

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Thursday, October 7, 2021 Call Facebook what you want — but stop thinking of it as a parent It’s a symbol of the strange times we live in when a multibillion dollar publicly traded behemoth is practically begging to be regulated, but that’s the predicament in which Facebook — under pressure from without and within — finds itself. In… Source link

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What Trump gets right about the debt ceiling battle: Morning Brief

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Wednesday, October 6, 2021 It’s true: We are ‘in trouble no matter what’ We’ve now entered the phase of the (perpetually) tortured debate over the debt ceiling that invokes apocalyptic economic imagery, namely “recession” and “default.” With just under two weeks to go before the pivotal Oct. 18 deadline, Treasury Secretary Janet Yellen… Source link

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Are you bearish enough on the stock market?: Morning Brief

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Monday, October 4, 2021 The weekend is always a good time to soul-search. Things tend to slow down just enough so you can think for a few minutes (or is this just me?).  So this weekend while I took a rare break to present my classic car at a local show, I popped down in one of those foldable camping chairs and pondered some of the things I have… Source link

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Don’t forget about Delta: Morning Brief

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Friday, October 1, 2021 Brace yourselves: Winter is coming With all that’s been going on in the market lately, it’s easy to forget there’s a debilitating virus still encircling the world — and it still poses serious risks. The biggest economic takeaway from the current COVID-19 landscape is that it’s playing a very acute role in the… Source link

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That 70’s show? Oil dredges up new fears about an old problem: Morning Brief

This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET. Subscribe Thursday, September 30, 2021 Once again, Wall Street is worried about slowing growth and relentless inflation. In the wake of this week’s run up in oil, which coincided with energy crunches in China and the U.K., a certain word associated with slowing growth and higher inflation — popularized during a particularly rough stretch nearly 50 years… Source link

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