Friday, October 11, 2024
E-Commerce and the Cloud Have Taken Over the World: Earnings Season Recap

E-Commerce and the Cloud Have Taken Over the World: Earnings Season Recap

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Earnings season is pretty much finished, and the main story wasn't Covid-19. Instead, it was the complete dominance of e-commerce and cloud computing. Megacap Internet...
Tesla Is Accelerating Higher as Elon Musk Prepares Earnings

Tesla Is Accelerating Higher as Elon Musk Prepares Earnings

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After weeks of going nowhere, Tesla is starting to move before its quarterly results. The electric-car maker rallied more than 70 percent in August, followed...

Don’s Notebook February 16, 2018

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The strengthening recovery across U.S. equities -- the S&P 500 Index capped its best five-day run since 2011 yesterday -- continues to set the tone for global benchmarks.

Another Strong Day in Housing

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Last week we highlighted a rare green shoot in housing. Today it might have sprouted a little higher. Homebuilders, believe it or not, are the...

Tracking the Bears in China

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Global economic and financial issues are back in the forefront. Turkey's been the main story in the last week, but today China has some...

Stocks and Economy in Massive Disconnect

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A lot of things can be said about the stock market right now. One of the biggest is its huge disconnect with the economy. Judging...
Market Action

Podcast: How Trump’s Economy Is Lifting the Stock Market

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The U.S. economy keeps silencing the naysayers. This podcast breaks down what’s happening and says what it could mean for financials, small caps and...
Covid Comeback: CBO, Fed's Bostic Optimistic About Economy in 2021

Forget About Short Squeezes and Earnings. The Economy Could Be the Big Story This...

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The economic picture continues to improve as coronavirus comes under control, housing booms and energy rallies. The Congressional Budget Office estimated real gross domestic product...

Don’s Notebook April 6, 2018

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Strong payroll growth without wage pressure could be a solid combination for the stock market. But payroll growth with wage pressure might not be. March...

Don’s Notebook April 11, 2018

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Stocks were lower on the opening this morning. Observers attributed the weakness to the military situation in Syria. Gold, Treasuries and Yen rose on the...
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