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David White

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  • David White
    Some say will get a signal from the Fed of no tapering soon. Then markets will keep going up. Perhaps. But STAGFLATION is rearing its head.
    43 minutes ago
    Reply (4)
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    • David White: Bernanke will have a press conference after the Fed gives out its meeting results on Wednesday.
      14 minutes ago
    • markrpat: Yup, 1400 hrs eastern. All over it.
      13 minutes ago
      • David White
        Trend followers sound like geniuses whenever we have a Fed generated trend (long lasting). Historically market trends about 1/3 of the time.
        2 hours ago
        Reply
          • David White
            Q1 revenue growth was -0.3% year over year. Outlook for Q2 EPS & revs has been ugly. We aren't likely to see huge stock price increases.
            3 hours ago
            Reply
              • David White
                We will have to see what the Fed does, but we could see a down move in the market over the summer, or we could see choppy consolidation.
                3 hours ago
                Reply (1)
                • markrpat: What the FED does is muted, what the FED announces is what moves markets (at least near term). A 10% correction once per year has creedance.
                  2 hours ago
                  • David White
                    Trend followers think stocks should keep following the trend into the ground or into the sky irrespective of fundamentals. Not logical!
                    3 hours ago
                    Reply (3)
                  • View all 3 replies
                    • Dr. Kris: As soon as some fundamental event rocks the technical boat, the trend followers exit their positions...or they should!
                      2 hours ago
                    • markrpat: Dr. K. First report next earnings season is July 18ish ($AA)
                      2 hours ago
                      • David White
                        Trend followers often claim they learn nothing from fundamental articles. Then they flounder when the market does not trend. Smart????
                        3 hours ago
                        Reply (5)
                      • View all 5 replies
                        • hahaha48: trend traders stay with a trend until it ended. save buy and hold using low cost mutual funds (now index eft) are winning strategies.
                          1 hour ago
                        • markrpat: haha..head of household earners that started in 1999, and died 10 years later left nothing in that scenario. Customize your strategeries.
                          47 minutes ago
                          • David White
                            US is likely to slow along with everything else soon. That usually means that bonds will go up again in the near term.Fed tapering up in air
                            Mon, 4:11 PM
                            Reply (1)
                            • realornot: All the writings are on the wall!
                              Mon, 5:04 PM
                              • David White
                                CNBC talking about a rotation out of bond funds.But yield increases are questionably run away as EU, China, etc. have slowed.
                                Mon, 4:09 PM
                                Reply
                                  • David White
                                    Simple truths about stocks and commodities are the most easily recognizable as valid. Smartest people often make things sound simplest.
                                    Mon, 3:59 PM
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                                      • David White
                                        US T-bond yields have continued their uptrend late in the day. 30 yr US Treasury bond yield is now 3.34%. Selloff on Jap. carry trade cover
                                        Mon, 2:55 PM
                                        Reply (2)
                                        • David White: Japanese 10 yr bond yield is up 0.01% today ==> higher Yen. This implies a Yen carry trade cover.
                                          Mon, 3:00 PM
                                        • realornot: We are following Japan's foot steps. Market will rock down hard ! I see Danger signs everywhere @ this juncture!
                                          Mon, 3:11 PM
                                          • David White
                                            Obama is right about Chemical Weapons use. Bad for Syrians; but use on battlefields mean they will make their way to terrorists in EU & US.
                                            Mon, 10:18 AM
                                            Reply (1)
                                            • David White: How many WWII GIs took home war souvenirs? A lot! Some terrorists among army & resistance. Could take home Chemical Weapons.
                                              Mon, 10:22 AM
                                              • David White
                                                Obama: Talk of starting a WAR effort in Syria. See your approval rating plummet. Oh the joys of being President!
                                                Mon, 10:13 AM
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                                                  • David White
                                                    Huge amount of volatility premium in SPY options this week. Probably means the market will be flat on the week. Big Boyz must make money.
                                                    Mon, 10:01 AM
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                                                      • David White
                                                        This week may become something of a waiting game until the Fed announcement Wed (and Dr. Ben talk afterwards).
                                                        Mon, 9:44 AM
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                                                          • David White
                                                            30 year US Treasury Bond yield is down a bit at 3.30% ==> generally lower USD (except vs. Yen). Probably helping stocks rise.
                                                            Mon, 9:43 AM
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                                                              • David White
                                                                TSLA has a market cap of $11.59B. Ford has a market cap of about $60B. Would it buy TSLA at its current price? I doubt it.
                                                                Mon, 9:09 AM
                                                                Reply (3)
                                                              • View all 3 replies
                                                                • David White: The TSLA technology is not that radically innovative that it cannot be essentially duplicated with proper research.
                                                                  Mon, 9:12 AM
                                                                • David White: TSLA can sell a unique car for megabucks because it is a niche player. Ford could never charge as much. Ditto GM.
                                                                  Mon, 9:14 AM
                                                                  • David White
                                                                    Perhaps some think TSLA will be bought out by Ford or GM (or other) for its technology. That could happen; but it's still overpriced.
                                                                    Mon, 9:07 AM
                                                                    Reply
                                                                      • David White
                                                                        TSLA is another nose bleed stock (FPE 114). TSLA makes a good electric car, but its expensive. TSLA is questionably profitable.
                                                                        Mon, 9:05 AM
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                                                                          • David White
                                                                            Global Equities Research initiated Tesla at overweight. Of course, Global Equities is partners with the Big Boyz (HFT/momentum play?)
                                                                            Mon, 9:02 AM
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                                                                              • David White
                                                                                Empire State Index improved to +7.8, but most forward looking sub-indicators such as new orders (-6.7) worsened.
                                                                                Mon, 8:57 AM
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