The House of Representatives has started an impeachment inquiry into President Trump. What does that mean for investors? First and foremost, I am politically agnostic. My sole job is to help investors achieve high risk-adjusted returns. This column is neither about politics nor about the merits of the impeachment inquiry.
This post was just published on ZYX Buy Change Alert. JPMorgan (JPM) is long from $34.14. It is trading at $112.45 in the pre-market. JPM reported earnings worse than consensus and the whisper numbers. The company also pays a dividend of 3.12%. ‘Buy Now’ Rating For those following the ‘Good Way,’ the ‘Buy Now’ rating is ‘NO.’ Zones
This post was just published on ZYX Buy Change Alert. JP Morgan (JPM) is long from $34.14. It is trading at $110.33 up $4.10 as of this writing. JPM reported earnings better than consensus and better than the whisper numbers. Our call on prior quarter earnings has now proven spot on. We wrote: This is likely to be
President Trump is facing a conundrum. He watches the stock market carefully. An easy way for him to prop up the stock market is to enter into a soft trade deal with China and declare victory. However, that is clearly not in the long-term national interest. If Trump stays true
This post was just published on ZYX Buy Change Alert JPMorgan (JPM) is long from $34.14. It is trading at $99.50 as of this writing. JPM reported earnings lower than consensus but in line with the whisper numbers. Earnings were hurt by volatility in bond trading. This is likely to be a temporary phenomenon. The company also
Apple CEO Tim Cook was the last person to know that Chinese consumers weren’t buying iPhones in ever-increasing numbers. That is, if you believe Apple’s public pronouncements and Wall Street analysts. Cook said in a letter to investors Wednesday: “[W]e did not foresee the magnitude of the economic deceleration, particularly
This post was just published on ZYX Buy Change Alert. JPMorgan (JPM) is long from $34.14. It is trading at $107.54 as of this writing. JPM reported earnings in line with the consensus but lower than the whisper numbers. Interest rates are rising. Banks are one of the very few sectors that benefit from rising interest rates. The
Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
The momo (momentum) crowd followed the stock market higher from support to resistance, ignoring President Trump on the trade war. Now the momo crowd is finding that Trump is aiming to win the trade war. Following the momentum and ignoring the risks of the trade war is not a prudent
If you were getting ZYX Buy Change Alert Model Portfolio, look at what you would have done. Buying Apple (AAPL) at $18.71. It is trading at $183.83 as of this writing. Buying Facebook (FB) at $49.92. It is trading at $176.61 as of this writing. Buying Bank of America (BAC) at $7.69. It is