Frank & Jerome (The Chairmen) agree: The Best is Yet to Come (AAII Sentiment Results)

Ol’ blue eyes recorded the song “The Best is Yet to Come” in 1964.  What is interesting about both the song and the year – is that the expansion had been going for 11 years at that point (from 1953).  How much further could it run?  Continue reading “Frank & Jerome (The Chairmen) agree: The Best is Yet to Come (AAII Sentiment Results)”

Be in the know. 8 key reads for Wednesday…

  1. Fox Stock Has Sold Off Since the Disney Deal. How It Can Bounce Back. (Barron’s)
  2. Hedge Fund and Insider Trading News: David Tepper, Joel Greenblatt, Seth Klarman, Bain Capital, Dollar Tree, Inc. (DLTR), Carnival PLC (CUK), and More (Insider Monkey)
  3. A Hard Lesson in Silicon Valley: Profits Matter (New York Times)
  4. Fed Chair Powell Signals Balance Sheet Will Grow Soon After Recent Market Turmoil (New York Times)
  5. Weekly mortgage refinances jump 10% as rates drop to the lowest level since August (CNBC)
  6. China ready to discuss a partial trade deal and will increase US agricultural purchases, reports say (CNBC)
  7. Small-Cap Tech Stocks Are Cheap And Might Be Ready to Rally (Barron’s)
  8. Want to Sit in This Ultra-Rare Ferrari? Just Ask. (Wall Street Journal)