by Thomas Thornton | Aug 25, 2020 | Daily Note
The dispersion within the market remains very wide and that's unique when the indexes are hitting all-time highs The public is getting restless and wants to chase performance and I recall a story from the '90s near the top I do a deep dive into the main US sectors...
by Thomas Thornton | Aug 25, 2020 | First Call
S&P futures up 0.4% and Nasdaq futures are flat after US equities rallied to start the week on Monday with the S&P and Nasdaq hitting fresh record highs. Value outperformed growth with reopening plays among the standouts Asian markets mostly higher overnight...
by Thomas Thornton | Aug 24, 2020 | Daily Note
Two stocks attributed to more than 50% of the month to date NDX gains One is the greatest company in the world and one is the greatest fraud in the world Adding two new shorts A look at MAGA - MSFT, AAPL, GOOGL, AMZN To access this post, you must purchase Small...
by Thomas Thornton | Aug 24, 2020 | First Call
S&P futures up 0.9% in Monday morning trading after US equities put in a mixed performance last week with growth and momentum factors outperforming value and cyclical. Asian equities higher overnight with big gains in Hong Kong and South Korea while Japan and...
by Thomas Thornton | Aug 23, 2020 | The Week Ahead
Next week there are some more retail and tech names reporting Expect more large earnings beats as estimates were lowered months ago and remain too low The Republican National Convention starts tomorrow with President Trump speaking every night President Trump is...