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David Moenning  

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  • Daily State Of The Markets: Why The Dive? [View article]
    Oh, and they "readers" also often get the news milliseconds ahead of everyone else. As Doug Kass is famous for saying, "Kill the quants, before they kill us!"
    Mar 30, 2015. 09:25 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Why The Dive? [View article]
    Yes, stocks are overvalued. However, I contend that the QE programs in Japan and Europe will continue to provide the cash to support stocks each and every time a dip occurs.

    I could be wrong, but that's the way the game has been played for years now.
    Mar 30, 2015. 09:24 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Why The Dive? [View article]
    Stock buybacks are the new dividends. It is also a way for companies to "financially engineer" earnings.

    As for the "rise of the machines" the millisecond gang will likely continue to dominate the market. As such, one needs to either get in that game or step back and take a longer-term approach at this time. Personally, I'm looking more and more at weekly charts for the overall "state of the markets"
    Mar 30, 2015. 09:23 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Why The Dive? [View article]
    Happy to help... But sorry to say that I don't play in the options game. Found a very long time ago that options are a game unto themselves that is nearly a full-time gig.
    Mar 30, 2015. 09:20 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Why The Dive? [View article]
    Yea, market doesn't seem too worried about the Iran/Saudi/Yemen situation at this point. But something to keep in mind...
    Mar 30, 2015. 09:19 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Will The Recent Trend Continue? [View article]
    Excellent analysis - and "selling the rallies" is what is happening. Well, along with the QE cash finding its way into the market during EVERY pullback, right!
    Mar 24, 2015. 09:17 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Can You Say, Dovish? [View article]
    Thanks for the chart - nice job. I recognize that to pure technicians, "it is what it is," but I can't help but wonder where this market would be if some central banker didn't do/say something each and every time the market has pulled back over the last six months.
    Mar 19, 2015. 09:40 AM | 3 Likes Like |Link to Comment
  • Daily State Of The Markets: Are Stocks Overvalued (And Does It Matter)? [View article]
    Thanks... the REAL problem here is that we've never been through a period of such intense central bank intervention. So, one can argue that historical references are relatively useless here. We, like the Fed, are effectively flying blind in that regard...
    Mar 18, 2015. 08:51 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Are Stocks Overvalued (And Does It Matter)? [View article]
    Thanks for the kind words, this is a topic that must be reviewed from time to time... And the key is that, as you pointed out, there is something for both sides to crow about. As such, my takeaway is that valuations are not going to become a focal point at this stage. However, should something bad happen, the high valuations will undoubtedly play a roll... remember, things don't matter until they do, but then they matter a lot!
    Mar 18, 2015. 08:49 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Are Stocks Overvalued (And Does It Matter)? [View article]
    Thanks for the kind words. The key problem is that even if we know what the Fed is going to do and when, it is difficult to tell what the market reaction will be as the day-to-day movements are driven almost entirely by the Wall Street Boyz and their computer toys.

    One thing to keep in mind here though is that on Wall Street, "something everyone knows, isn't worth knowing"...
    Mar 18, 2015. 08:46 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: Are Stocks Overvalued (And Does It Matter)? [View article]
    Yes, that is a key point as valuation, like beauty, lies in the eyes of the beholder!
    Mar 18, 2015. 08:44 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: On To The Next Big Thing [View article]
    Ha! Thanks - I have no speech prepared!!
    Feb 24, 2015. 09:20 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: On To The Next Big Thing [View article]
    You are correct... the teeny tiny increase should have 0 impact on economy. But the key words are "unwind the carry"...
    Feb 24, 2015. 09:20 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: None The Worse For Wear [View article]
    Hey Sue,

    THANKS for the kind words. Here's the funny part about that article - I had NO IDEA it was for USA Today... I just had fun chatting with the reporter for like 45 minutes. And the story about my client living on a sailboat is actually all true :-)
    Feb 23, 2015. 09:29 AM | Likes Like |Link to Comment
  • Daily State Of The Markets: The Important Message From Earnings Season [View article]
    Thanks for the kind words and glad you got something out of it - writing it definitely got my attention!
    Jan 30, 2015. 11:50 AM | Likes Like |Link to Comment
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