Ep 69: Trump, Putin, Amazon Prime Day and the importance of 2Q 2018 earnings season

Ep 69: Trump, Putin, Amazon Prime Day and the importance of 2Q 2018 earnings season

One of the largest self-created holidays known to man – Amazon’s Prime Day — as well as the competitive response that has emerged for retailers, the geo-political and trade happenings over the last few weeks and how a global slowdown has ratcheted up risk even as the US stock market continues to march higher, and concerns for the upcoming earnings season and a step down in the speed of the domestic economy is likely in the current quarter.

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Surprises From Market Breadth with Record Margin Debt

Surprises From Market Breadth with Record Margin Debt

As we discussed earlier, heading into the third quarter earnings season, we have above average level of positive guidance in terms of both top line sales and earnings as well as lower-than-average negative earnings guidance. We  pointed out yesterday, however, that an uncomfortable portion of that guidance is driven by gains from a weak dollar […]

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Markets Reach New Highs, But Why?

Markets Reach New Highs, But Why?

Thursday the Dow hit its 7th straight record close, despite the news that Special Counsel Mueller has impaneled a grand jury in the Russia election tampering probe. While many are attributing the market’s gains to president Trump’s administration, this divergence calls that into question. As does the reality that President Trump’s approval rating has hit new lows with disapproval ratings reaching new highs while the market has continued to rise.

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With 2017 Poised to be the Year of Ransomware, More Cyber Spending is on the Way

With 2017 Poised to be the Year of Ransomware, More Cyber Spending is on the Way

With ransomware set to be THE cyber attack strategy of 2017, here’s what Tematica learned from our conversation with Focal-Point regarding WannaCry and other ransomware attacks.

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