Monday, July 15, 2019

Retail Revival Underway: Earnings This Week

Remember when everyone thought traditional retailers were going extinct? This week's earnings reports may have destroyed that narrative. "This is the healthiest environment I have...

Don’s Notebook February 5, 2018

This Week in the Market This coming week is rather slow as far as economic reports go, especially compared with the past several weeks. But...

Apple’s Message for Growth Stocks

You can split hairs over profit margins and buybacks, but this earnings season proves that tech investors really only care about growth. That's exactly what...

Don’s Notebook May 3, 2018

Don’s Notebook May 3, 2018 March looks to have been a very good month for the trade balance, the month when tariffs and trade wars...

Don’s Notebook May 17, 2018

Don’s Notebook May 17, 2018 The latest Initial Unemployment Claims data tracks the employment report's sample week and previews what to expect for the May...

Morning Notes Jan. 22, 2018

Depending on what happens over the weekend, the potential government shutdown could affect the market on Monday morning. This will be only the second...

How Tax Cuts Have Hit the Mark, One Month In

President Trump's "Tax Cuts and Jobs Act" was signed into law one month ago today. So far response has been strongly positive as executives raise...

Don’s Notebook March 1, 2018

The S&P 500 Index’s closed February with a slide of 2.4 percent on Tuesday and Wednesday. This continues to set the tone for global...

Don’s Notebook February 2, 2018

The results of Groundhog Day 2018 are in: According to legend, we're in for six more weeks of winter because Punxsutawney Phil has seen...

Don’s Notebook May 1, 2018

The Institute for Supply Management (ISM report) came in lower than Street consensus at 57.3 (vs. estimates of 57.5-60.) This survey asks purchasing managers...
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