October 17th, 2021

Earnings Season Stocks To Buy

This past week stock markets kicked off earnings season with a bang and the right stocks to buy where financials.  Major banks and brokerages showed strong profits helped form rising bond yields and inflation.  Asset management and trading divisions also benefited from higher transaction volumes and net new asset growth.  The upcoming week will show […]

July 11th, 2021

Stock Markets at Inflection Point

Stock Markets at Inflection Point Financial markets ended last week with mild gains.  After major indices dropped 2-3% in the middle of the week on inflation fears, stocks rallied and bonds dropped to end the week.   The $SPX S&P500 hit a new all-time high with the DOW30 and the Nasdaq $QQQ just shy of […]

July 19th, 2019

July 19 2019 Game Plan

  Global stock markets are trading higher in European and Asian markets trade overnight on optimism that the US Federal Reserve will cut rates at its July policy meeting in 2 weeks.  Most Asian markets are higher by 1% with European indexes up by 0.25% on average.  Federal Funds Futures imply a 71% chance of […]