Host of @madmoneyoncnbc and I run the CNBC Investing Club. My new book is out now: https://teapawt.org/t.co/autOFQ2NP0
New York City
Joined March 2008
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Marvell's Matt Murphy and Lumentum's Mike Hurlston will be our guests this morning on @SquawkStreet to discuss their historic merger
SpaceX may have a ton of stock coming to market but this Boost Mobile possibility (Echostar owned) would end any question that it doesn't have the reach to compete... How does this stuff keep surprising us? Why do the analysts not know this stuff could happen?
SK Hynix rallying... good sign...Did a hedge fund blow-up last week? Lets see if the sellers come back...
Oil lower, rates lower.. not oversold except tech.. Once again Trump putting out word that after the midterms there may NOT be anything that happens in the Gulf region..benign set-up
I think that the goal of the bears out there is to derail the Anthropic IPO. That will be the straw...
You can tell this NOT from the decline in Intel/Amazon/Google but from the increase in JNJ and COF and others that have no news attached. Classic sloppiness..
Lots of last five minute chart-destroying trades ahead of an election that is thought to close of data center building. Won't happen but we know the psychological damage and hedge funds want out...
The extreme reaction to earnings on the Nasdaq last night demonstrated the power of errant hedge funds frantically trying to move into KO and out of anything four letters, KO being a metaphor for a solid core group of stocks called CPG or consumer packaged goods stocks
My great friend @BrianSozzi , as always, with a trenchant thought
Powerfully negative article about NScale in the FT.com. The deal the market cannot handle right now