Jims Notes

More questions than answers
A new week and a new month start with more questions about the outlook for equities than investors had answers.[...]
Markets end the week on a negative note
Earnings from Amazon impacted investor sentiment on Friday with the stock down 7.6%. The consumer discretionary sector took the worst[...]
Rotation to cyclicals push markets higher
The markets were positive overall for the day as the cyclical sectors took the leadership role. Big tech stumbled some[...]
It is all about the Fed and earnings
The week started smooth enough, but we knew it would come down to earnings and the FOMC meeting on Wednesday.[...]
Markets start the week with patience
The week started with some mixed results as the outlook for stocks remains a big question mark. The new home[...]
S&P moves to new highs
The strategy of buy on the dip is alive and well on Wall Street. Since April seven times the index[...]
Big tech leads mixed markets
The markets were up slightly on the day overall but the sectors were mixed as six closed higher and five[...]
Markets extend gains
The markets added to the rebound from Monday's selling and showed signs of heading higher. What is of interest is[...]
MARKETS SELL ON VIRUS ISSUES
Our website is having a database issue and I have posted a brief update while we work on the issues.[...]
Inflation topic remains an issue for investors
To follow up the CPI data the PPI showed equally high inflation at the producer levels. In June the PPI[...]
Consumer prices spike higher
The headlines for Tuesday were filled with the CPI index spiking higher than expected. The jump sent investors to ponder[...]
Market hold near highs
Markets were steady on the day with no big changes in either direction. The financials were the leading sector as[...]
Major indexes close at new highs
The Dow bounced back on Friday to close at a new record high. The S&P 500 and NASDAQ equally closed[...]
Sellers take a shot
Most trends remain in place, but the seller took a shot at the downside on Thursday. Stocks gapped lower at[...]
Markets remain in an upward trend
Stocks remain soft after last week's run higher. We had more early selling followed by buying in the afternoon. The[...]