The Money Runner
CNBC – The Elaine Gazzarelli Moment?
http://www.youtube.com/watch?v=DfsTNBDe0Ok&feature=youtu.be David joins CNBC’s Bill Griffith to discuss Stock Market bubbles and more. David says everyone is looking for their Elaine Gazzarelli moment.
Before the Bell – HPQ MS C & The Daily Bubble Watch
Media Alert – I will be on CNBC’s Closing Bell later today. Hewlett Packard (HPQ) – Earlier this year HPQ was priced for extinction. Despite the meteoric rise in the shares it’s hard for me to get excited about a company facing likely revenue declines for the next several years. The debate on the street […]
What I’m Looking At Today
Iran – Oil is down this morning on the heels of the announced deal with Iran that rolls back some sanctions, while talks go on for the next 6 months. Some analysts like Barclays Helima Croft say this will be just a knee jerk reaction. I disagree. I don’t expect a big bounce back after […]
Boeing Battles Union Over 777X – Who’s Bluffing?
The 32,000 members of the International Association of Machinists and Aerospace Workers (IAM) have rejected an eight year contract that would have kept the manufacturing of the Boeing 777X in Washington State. The Chief Executive of Boeing Commercial Airplanes Ray Conner issued a statement saying; “We are very disappointed in the outcome of the union vote. […]
Every Bull Market Feels Like a Bubble
During every Bull Market we see a parade of analysts, portfolio managers and talking heads trying to call the top. Screams that the market is a bubble and the end of the world is just around the corner are heard daily. If I look back over my career, I’m sure I’m guilty as well. The […]
The Willis Report Economic Showdown – Part II
Host Gerri Willis is the referee in a knock down take no prisoners debate over the economy. Part II
The Willis Report – Economic Showdown Part I
Host Gerri Willis is the referee in a knock down take no prisoners battle over the economy. Part I
I’m a Slow Money Man in a Fast Money World
It’s probably understandable after more than a decade of bubbles, crashes, fraud and dysfunctional government that the investment pendulum would swing toward traders and scalpers. This trading mentality dominates the press and broadcast media, with a parade of guests recommending positions based mostly on short terms moves. The Buy and Hold strategy of decades past […]
