July 27th, 2020

Q2 Earnings Season At Pivotal Inflection Point

Q2 Earnings Season At Pivotal Inflection Point This week sees the continuation of Q2 earnings season with a focus on DOW30 companies.  Big names like McDonald’s, Pfizer, Visa, Apple, Facebook, Amazon and Alphabet will show how they navigated the onset of COVID-19 lockdowns and what they see looking into the next 6-12 months.  Equally important […]

January 7th, 2020

Stocks Rally on Increasing War Games

Stocks Rally on Increasing War Games Stocks rallied into the close after starting off the day deep in the red.  New tweets from President Trump suggesting he would target all cultural and religious sites.  Safe haven assets caught an early bid but then sold off as equities staged a midday rally and never looked back. […]

November 7th, 2019

China and US Agree to Remove Existing Tariffs

China and the US have Agreed to Remove Existing Tariffs Starting in phases, both countries will begin to remove existing tariffs in place in a simultaneous fashion.  An important part of the Phase One agreement is for the US and China to remove the same amount of tariffs at the same time.  Overnight we have […]

October 27th, 2019

Q3 Earnings Season’s Busiest Week

Q3 Earnings Season is in full gear with week 3 on Monday, investors will see reports from 30% of S&P500 companies. So far, companies have reported higher profits on average, at the sametime as signs appear that growth is slowing down.  Forward looking forecasts are not as robust as prior quarters.  Last week, Amazon Inc. […]

October 11th, 2019

Stocks set to Soar

Global stocks are set to rise this morning on the belief that US and China are cooperating.  At 2:45pm today Vice Premier Liu He and President Trump meet at the White House for a press conference.   Brexit negotiations have also taken a positive turn as the EU and UK are entering new talks to […]

October 8th, 2019

US-China Trade Talks at Pivotal Juncture

Global stocks are showing negative in European and positive in Asian trading.  China returned from a lengthy holiday and opened positive for the first session in over a week.  Representatives from both the US and China meet in Washington this week to resume trade talks.  This meeting comes at a pivotal juncture in the election […]

August 19th, 2019

August 19 2019 Game Plan

  Global stock markets rebounded on Friday on optimism the ECB and Germany will form new stimulus measures to keep the struggling economy going.  Despite some equities looking attractive the macro concern is giving investors a reason to pause and not so aggressively buy the dip.  We have noted to our subscribers over the past […]

January 23rd, 2019

January 23 2019 Game Plan

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