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My Gut Feeling for Today, September 3, 2013

Welcome to September. Now that August is over and done, the front line players are back at their desks and in front of their screens. The markets are poised to rise today on strong overseas markets on Monday and Tuesday. We also woke up to a series of important deals: Microsoft (MSFT) buying Nokia’s (NOK) mobile […]

My Gut Feeling for 2012 – The Final Analysis

crystalball

On January 3, 2012 I proposed my Gut Feeling for 2012 right here on Wall Street All-Stars. Now it is time to revisit those expectations and grade myself: The SPX will increase earnings by 8% to between $102 and $103. The SPX earnings multiple of 13.24 is one of the lowest in decades. I would […]

My Gut Feeling for Today, June 26, 2012 ($)

crystalball

It all comes down to Angela Merkel versus the world. I would not say that Merkel is a winner as much as the world is a loser in this battle. Of course, all of her bravado is just words ahead of the two-day Euro Summit (or Euro XX for the 20th financial crisis summit) to […]

My Gut Feeling for Today, April 25, 2012 ($)

crystalball

I have a terrible chest cold, so after yesterdays after hours earnings blitz, plus the two major earnings that were released prematurely, I planned to get some early rest. That did not happen so I gave myself the luxury of some extra sleep, hence the later than usual morning commentary. Of course Apple (AAPL) is […]

My Gut Feeling For 2012

crystalball

After a year that was accentuated or shall I say pockmarked with a continual flow of exogenous events such as natural disasters, sovereign debt and budgetary crises and political changes in the Arab world which resulted in a flat S&P 500 (SPX) index, we head into a fresh new year with a clean slate. 2012 […]

My Gut Feeling for Today, Dec 21, 2011

crystalball

Welcome to Winter! The Winter Solstice will officially arrive at 5:30 PM today. Yesterday Hanukkah Harry delivered a nice present to the markets as a combination of German business confidence and strong housing data in the USA helped to spark a deeply oversold rally. It looks like Hanukkah Harry saved Santa Claus once again. On […]

My Gut Feeling for Today, Dec 20, 2011

crystalball

Nes gadol haya sham – a great miracle happened there. I am not talking about Europe. We need a miracle there but don’t hold your breath. I am not talking about Washington DC. There are no Maccabees there to come to our rescue. Nun, gimmel, hey and shin are the four Hebrew letters on the […]

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