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D&D Note (9-5-2012) Burning Man… Burns Wall Street. It’s the new image in people’s minds these days, burn the 1%. For those that don’t know, Burning Man is a “art & community” festival held in the desert in Nevada. Black Rock City to be exact. The festival just concluded this past weekend and along with … Continue reading
D&D Note (8-14-2012) Stocks got an early boost from Europe with better-than-expected Q2 GDP numbers from France and Germany. Retail sales in the U.S. gained for the first time in four months which also boosted equities early on in the trading day. The rally however faded into the day leaving markets mixed. Data globally continues … Continue reading
D&D Note (7-18-2012) Corporate earnings continue to come in better-than-expected helping to keep the rally going in stocks. Keep in mind the bar is low for earnings so in reality it shouldn’t be hard for most companies to beat street expectations. Tech companies led the day with Intel (INTC), Hewlett-Packard (HPQ), Cisco (CSCO), EMC (EMC), … Continue reading
D&D Note (7-17-2012) New Oriental Education & Technology (EDU) stock got hit today after the SEC said they are looking into the validity of the company’s past financial statements. This news led to other Chinese tech stocks getting hit on the news as well. Shares of Baidu (BIDU) fell 2.21% to close at $104.98. SINA … Continue reading
D&D Note (5-10-2012) Today the cloud got hit and hit big due to Cisco’s (CSCO) downbeat forward looking guidance resulting in a 10% decline in the equity. As a consequence equities tied to the cloud got hammered such as; EMC (EMC), Salesforce.com (CRM), F5 Networks (FFIV), Riverbed Technology (RVBD). While Cisco reported bad guidance does … Continue reading
D&D Note (5-4-2012) The monthly job number for April came in well below what any investor would like to see. In April we only netted a gain of 115,000 jobs – far less than the expected 160,000 which was the economists forecast and far less than the needed 200k+ a month to revive the economy. … Continue reading
D&D Note (4-19-2012) Do we make new highs or do we further correct? Do we trade off of earnings or do we trade off of Spanish headlines? Financial stocks keep beating earnings but still look very risky. Tech stocks have been missing earnings but due to demand or supply? Buy Banks that make loans or … Continue reading
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