Host of @madmoneyoncnbc and I run the CNBC Investing Club. My new book is out now: a.co/d/ceqGc37
New York City
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tough to keep a rally going when rates turn higher off of oil reversing and going higher... Tough tape even as we are very oversold
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Sure i am an Eagle fan, but i did a show with Carl Banks as co-host for years and he is one of the best people, hosts, or all around geniuses besides being an amazing player. Knew everything!
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NVDA--MS reinstates as top pick and its becoming a revenue per gigawatt story.. Simple, clean
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Nike ALWAYS has some tremendous positive moments that lure you in but the aggregate outlook is terrible and, arguably, worsening...
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A third aircraft carrier with 10,000 troops steaming to Middle East is something that wasn't in the cards. Or at least wasn't until after the midterms. Tough for bonds to rally with this latest news
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Jefferson adopting same position as Williams.. They don't want to act without seeing what happens. Makes sense to me. When my daughter wants a 5% note.. lookout. Rates may be too high !
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Bond short squeeze starting? Fed' s Jefferson doesn't want to make a move without more data. Seems reasonable. Unless you are shorting treasuries like a mad man
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Almost all of the horrendous sell-offs in Micron's stock in the last 40 years came from having too much SUPPLY among chip makers NOT bonuses for workers. WHY a semi stock goes down is lower gross margins but from competition NOT from worker gains
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