by Thomas Thornton | Apr 26, 2019 | Daily Note
I’m headed into NYC to meet with clients so I need to keep today’s note brief. Three quick thoughts:First, Intel was up 25% into their Q1 earnings report after last quarter guiding down for Q1. The market wanted to believe in the hope for a second half semiconductor...
by Thomas Thornton | Apr 26, 2019 | First Call
TOP OVERNIGHT NEWS S&P futures down 0.1%. US equities on track to finish mostly higher this week. Asian markets mostly lower overnight. China extended recent underperformance, down over 1% and off more than 5.5% for the week. European equities on the defensive....
by Thomas Thornton | Apr 25, 2019 | Daily Note
My wife has a Bonnie Raitt Pandora station she was listening to and I am using the title of one of her songs to describe some things going on in the markets. The headline above was good click bait for me as a good read on investor sentiment. It reminded me of...
by Thomas Thornton | Apr 25, 2019 | First Call
TOP OVERNIGHT NEWS S&P futures slightly higher after US equities finished mostly lower on Wednesday. Asian markets mostly weaker overnight with China seeing biggest decline in six weeks. Japan outperformed. European equities slightly lower and off worst levels....
by Thomas Thornton | Apr 24, 2019 | Daily Note
A lot of talk about semiconductor stocks today as the group is ripping higher. Texas Instruments reported better than expected numbers after guiding down the last two quarters and down 10% year over year. They are a very good company with great honest and...
