RADIO SHOW 2/06
SOURCE: https://archives.warpradio.com/btr/investorsedge/020618.mp3
SOURCE: https://archives.warpradio.com/btr/investorsedge/020618.mp3
Another good day and another persistent day…and even though futures down a wee bit this morning, the SEMIS are again front and center as MCHP, SWKS have not so great numbers but are still up nicely on the open. Nothing bad happens when the SEMIS are bid. THE STATE OF THE UNION… Laughable on a…
SOURCE: https://archives.warpradio.com/btr/investorsedge/020518.mp3
BA and AAPL did the trick yesterday. Quite amazing AAPL crappy numbers…bad guidance but bought. It’s not the news. It’s how markets react to the news. BA did guide up. Bad news not going down. Good news going up. Until that dynamic changes… Powell met with Trump last night but we are being told they…
SOURCE: https://archives.warpradio.com/btr/investorsedge/020418.mp3
Futures are flat to down. ULTI big buyout…not much more after that. AMZN was the issue on Friday as it was down over $90. It is down another $10 this morning. But it affecting nothing on Friday. GOOG reports after the close. All other biggies have reported. AAPL good reaction on terrible numbers. FB good…
SOURCE: https://archives.warpradio.com/btr/investorsedge/020118.mp3
SOURCE: https://archives.warpradio.com/btr/investorsedge/013118.mp3
FB up strong on 8% earnings growth but beat the lowered estimates. AAPL hardly beat lowered estimates on a 5% sales drop. That’s just two stand outs. There are others. Never ever ever ever ever underestimate the Fed. The market turned on our fed turning. China adding. Japan still printing with negative rates. Europe still…
SOURCE: https://archives.warpradio.com/btr/investorsedge/013018.mp3