Articles

The market is turning now and all of my friends are talking about shorting Amazon and Apple before earnings next week. Here is my analysis.

It is hard to believe, how ineffective Congress is -- usually that doesn't matter much, but in the case of terror threats, it is very scary.

There is something very wrong when a company's net income increases 28% in the quarter and revenues go up 58% year to year and the babies in Wall Street play automatons and push the stock down as much as 7% immediately. It is important to remember that not very bright people are pushing markets and investors run in herds. Wouldn't it be nice if some people gave companies credit for not meeting unrealistic "expectations" -- especially when you look past the numbers? People are asking -- on TV- "is it over for Google?" How ridiculous!

Michael Vick shouldn't be on a football field and Americans need to stand up on principles. If the only way to make yourself heard is to avoid Home Depot, then do it.

Google's earnings miss today may be bad news to short-term traders but it bodes well for the company's long-term prospects. The company is investing in future growth and ignoring the consequences of short-term earnings misses. It's refreshing to see a company do it.

Over the last couple of years an unprecedented correlation has developed between the stock market and gold which hasn't been seen in over 40 years.

I examine the CNBC expert survey and make my own predictions.

It almost doesn't matter which energy stocks you invest in -- though Fast Money folks love to debate conoco versus chevron. I actually prefer Exxon, but they are all doing very well and will continue to do so. The pressing need for oil is not going away -- not anytime soon, not in our lifetimes. Alternatives are needed, but oil and natural gas will be the principal source for as long as you can look out. A new, comprehensive and international study just concluded the world's growth in population and rising living standards worldwide is expected to increase energy consumption globally 50% in the next 25 years!! Think about that.

Yahoo and Intel did some one day damage to the market, but it rebounded because the economy is driven by Google these days. Expectations for Google are so high that we might not be so lucky to see a quick rebound if things don’t go so smoothly.

Doug Kass, a seasoned and successful investor, was brought on Fast Money this evening. He was cool; he was lucid; he was convincing. But he was as far off message from the folks at Fast Money as one could be. It is to Fast Money's credit that they did have him on the program, even if they paid only scant attention to what he had to say. His message was simple and sobering -- we are bubbled out. The markets are responding to momentum not fundamentals. They are far overshooting.

The hoopla over new record highs for the Dow and S&P is just that -- a lot of noise signifying little or nothing. These kinds of highs feed the bubbles of today as they did those in past years. But it isn't a very good idea to do too much celebrating over these new highs. One has to look back and one has to fold in measures of inflation before cheering.

Today's news out of Japan underscores that nuclear isn't the way for the US to go.

Harris Interactive's brand survey lists Coka Cola as the number one brand. Interestingly, Microsoft beat Apple.

The US dollar is collapsing and that is why the stock market is going up