The Money Runner
Before the Bell – Boeing (BA) “Let’s Make a Deal” – Volcker Rule – What Will Banks Do?
Volcker Rule – Five federal agencies are set to vote on the Volcker Rule which attempts to limit financial risk taking by banking institutions. If passed, hedges that banks put on to limit risk will have to be tied to specific investment. They will no longer be able to make broad bets like the one […]
Before the Bell – Fed’s Next Move – Baby Boomers – Barron’s Picks – GILD
The Fed’s Next Move – After Friday’s strong employment report investors are now faced with a decision. Which do they want more, jobs or QE? Friday’s answer was a resounding “jobs”. How will they feel if the Fed moves as early as next week to remove stimulus and start the taper? The taper will certainly […]
Before the Bell – Nelson Mandella Passes – Bitcoin, BA, EXPR – Budget Negotiations
Money won’t create success. The freedom to make it will. – Nelson Mandella ___________________________________________________________________________ The Bitcoin Battle Begins – The first wire house research on Bitcoin is out with David Woo from Bank of America Merrill Lynch stepping up to the plate issuing a 14 page note. What I know so far is this. 1 […]
Before the Bell – AAPL, China Update, Minimum Wage, the ACA, Jobs, Volker Rule
Apple (AAPL) – The chart is certainly looking like the Apple of old. After several years of negotiations Apple finally cut a deal with China Mobile. This has been rumored for some time and part of the reason Steve Mulonovich from UBS upgraded the stock recently. Apple is in the Alpha Select portfolio. Despite having […]
Before the Bell – VP Biden – China & Japan, SLCA, VALE & Brazil
Media Alert – Join me tonight on Fox Business – The Willis Report 6 PM EST Silica (SLCA) – The WSJ has a positive article on Frac sand company Silica (SLCA) this morning. The company is a focus for investors who believe the U.S. is on track to achieve energy independence in the next decade. […]
Before the Bell – China – Japan Update, AMZN Drones & More
( Click on Picture for Interview) China Follow-up – China, Japan and the U.S continue to put military assets into the skies over the East China Seas close to the Senkaku Islands where both China and Japan claim sovereignty. China wants the U.S. Military to file flight plans when they fly through their ADIZ (Air […]
Black Friday – WMT, TGT, GME + China, Japan & US Play Chicken!
Media Alert – I will be joining host Charles Payne on Fox Business this morning, Varney & Company. Hit time is 9:30 AM EST. (Below is a link to Wednesday’s CNBC appearance at the NYSE) Upgrades/Downgrades – There will be little action from the research departments of the major houses today. Retail – Does Black […]
