RADIO SHOW 10/22
SOURCE: https://archives.warpradio.com/btr/investorsedge/102219_18.mp3
SOURCE: https://archives.warpradio.com/btr/investorsedge/102219_18.mp3
Futures flattish except for BIIB up $82 on drug news. Speaking of that: ‘Gary…was there any way of knowing if BIIB would be up $82 this morning and make money off of it?” Answer: Not without going to jail. Internals are improving. All the comatose areas are improving. All the areas that lagged for months…
SOURCE: https://archives.warpradio.com/btr/investorsedge/102119_18.mp3
Friday was the best 250 down day in the DOW we have seen,. BA and JNJ were the culprits but A/D not so bad…but growth continues to melt down. A couple things we are watching. The DOLLAR may be topped for now. If it is, expect COMMODITIES and MULTINATIONALS to do better. BONDS may be…
SOURCE: https://archives.warpradio.com/btr/investorsedge/101819_18.mp3
SOURCE: https://archives.warpradio.com/btr/investorsedge/101719_18.mp3
After a growth slaughter yesterday in SOFTWARE/CLOUD names, major indices act fine but continued range-bound here. It’s earnings season. NFLX up nicely recovered a bunch of recent losses. But IBM and UNP no help. IBM numbers terrible. Futures up as NFLX helps…AMZN up in sympathy? That’s what someone said. Also, after 3+ years, we may…
SOURCE: https://archives.warpradio.com/btr/investorsedge/101619_18.mp3
Questions that were not asked last night. As always, these questions contain lots of facts. (What a concept!) Every one of you sounds like this country is going to hell in a hand basket. But unemployment is 3.5%. The U.S. is experiencing historic lows for Hispanics, blacks, women and the young ones. Why would you…
Something about China/Hong Kong and a house resolution hit futures but not that bad. BUT as we write this: WDAY down $17…COUP down $10…ADBE down $9…NOW down $20…MDB down $6… INTU down $5…CRM down $4…VEEV down $5…not sure blow-ups on some downgrades and WDAY just saying expenses may go up a little bit is a…