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Financial News vs. Noise Newsletter
We are going to start doing a live podcast with Jeremy Vreeland at Bullish/Bears every Thursday at 11:30AM EST. We will be talking markets and stocks. Feel free to shoot over questions or names you want us to cover. Will have details on how to access the stream next week.
Microsoft did NOT warn on Azure..listen to the call!~
I am not saying that MSFT will be up tomorrow. I am saying that the decline we saw before the conference call was a little insane...By the way, Pinterest wasn't even that bad. AMD was great
I know this is heresy but the AMD and MSFT numbers were both fabulous and there is no downtick with Azure.. it's really a fatuous analysis.
Is this market broadening a chance to bank on the regionals? I’m meeting with Midwest-based Huntington Bancshares tonight on
We know Jim’s record on regional banks
These are stocks that Jim says to buy or hold, so you shouldn’t
LOW
BX
MRVL
These are stocks Jim says to avoid or sell, so you shouldn’t
BORR
DXCM
EW
JOBY
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