Jul 29, 2019
Simon discusses what we have learned so far from second quarter earnings reporting season. Things set up well for a market pause that refreshes rather than a sharp market downdraft. He talks about some of the regulatory and anti-trust scrutiny facing large cap technology stocks and how they might portend a market...
Jul 24, 2019
Its 2nd quarter earnings season and so far the results have been better than expectations, as many American businesses are showing that they can justify the market's rally to new highs. Can it continue? We look at Sherwin Williams and Northrup Grumman, who delivered their results this week.
Jul 22, 2019
Simon discusses the market backdrop and how second quarter earnings reports are really the first referendum on the impact of the trade war. He also shares some observations on what has transpired over the ten-year (and counting) bull market and which trends are likely to continue or shift. He updates on the encouraging...
Jul 17, 2019
Maybe it’s not THE question but it’s a good question all the same! How do you decide what you need to keep and what's ok to shred when it comes to your important documents? Ann discusses things to consider when downsizing.
Jul 15, 2019
This week, we look at FedEx and the market for their services, which don't include Amazon. Also, the natural gas market is broken and fixing it could be easy and a big investment win.