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TMTB EOD Wrap
Good afternoon.
17 hrs ago
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TMTB Morning Wrap
Good morning.
Jul 26
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TMTB Morning Wrap
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TMTB Morning Wrap
Good afternoon.
Jul 25
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TMTB Morning Wrap
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TMTB Morning Wrap
Good morning. QQQs - 30bps, BTC - 3%, China - 1.4%. Yields are ticking down slightly. Some good reports out of NOW and IBM so we’ll see if sw can…
Jul 25
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TMTB EOD Wrap; NOW IBM KLAC First Takes
QQQs - 3.6% and now down 8% from the peak. Red across the board as GOOGL put a wet blanket on the internet sector and AI-related names led the way down…
Jul 24
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TMTB EOD Wrap; NOW IBM KLAC First Takes
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TMTB Morning Wrap
GOOGL: #s looked fine with better search at 13.8% vs high end of expects at 13%; OI beat; Cloud beat/accel but Youtube weaker and forward commentary on…
Jul 24
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TMTB Morning Wrap
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TMTB EOD Wrap
Good afternoon. QQQs -35bps; BTC - 3.5%; China -1.4%. Another day of IWM +1% outperformance as non-profitable tech outperformed.
Jul 23
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TMTB: GOOGL TXN First Takes
GOOGL looks fine with search beat +13.7% vs expects of 12.5%-13%; OI Beat; Cloud beat but YT a bit weaker
Jul 23
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TMTB: GOOGL TXN First Takes
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TMTB Morning Wrap
Good morning. QQQs -25bps, BTC -2%, yields flattish and China -1% We’ll hit up SPOT/CMCSA/CDNS/SAP/NXPI recaps first then go over research/news. Let’s…
Jul 23
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TMTB EOD Wrap; SAP NXPI First Takes
Good afternoon. QQQs +1.5% as the market bounced following Biden’s exit from the race. The rotation we saw last week reversed very briefly early Monday…
Jul 22
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TMTB EOD Wrap; SAP NXPI First Takes
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TMTB Morning Wrap
Good morning. QQQs +1%s after Biden dropped out, BTC -40bps; China +2%, yields slipping a bit Earnings begin to ramp this weekend… Let’s get to it:
Jul 22
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TMTB Weekly
Happy Sunday! Good to be back. Friday was my first day back in the saddle and I’m still working on getting back up to speed and in the swing of things…
Jul 21
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