1.)The US economy will pick up growth over the next 12 months. Although nothing like China's growth the US will pick up over the next 12 months I'm looking for about 2.0% in the 1st half of the year … [Read more...]
Benjur’s Back!
November 29, 2011 Leave a Comment
Been a long time, but I wanted to blog about a few things that have been on my mind. Currently there are so many moving parts going on in the world and nothing has changed except for … [Read more...]
Bank Earnings Recap – October 18, 2011
October 18, 2011 Leave a Comment
All in all today’s action in the financials are very interesting, we had good earnings from C yesterday. Decent inline earnings from JPM, and then a miss from WFC. But all in all these financials … [Read more...]
Goldman Sachs and Bank of America = Market Selloff?
October 18, 2011 1 Comment
I sit here at 3:15AM EST and watch the euro open then I watch the euro and see it plummet, and I know when we open we will be held hostage yet again to the euro markets. Regardless of good earnings, … [Read more...]
Alcoa & Pepsi Earnings
October 12, 2011 Leave a Comment
Alcoa & Pepsi Earnings I’m a buyer of AA on this pull back after earnings. The CEO of AA made it very clear that it is not 2008 and they do not see a drop off in demand as they did back … [Read more...]
Wall Street Protests and the Banks
October 11, 2011 Leave a Comment
I love it, it is the government’s responsibility to bail me out when I spend too much $$, is it their job to find me a job, is it their fault that I don’t have a job? Is it the banks fault that I … [Read more...]
Earnings Season with Benjur
October 11, 2011 Leave a Comment
Man oh man, I’m so sorry for being inactive. But I’m back and looking to write more as we get into earnings. And yes it’s earnings season again, and what a quarter we had. By the way it was … [Read more...]
The Darn Government
September 2, 2011 Leave a Comment
What is this government doing? More litigation against these banks? More legislation against big business? What’s done is done, don’t drag out these things, it’s only hurting us moving forward. … [Read more...]
What A Week
August 13, 2011 Leave a Comment
What a week, what a week. This is by far been one of the most hectic and volatile weeks that i have seen in a few years. This weeks action was not only driven by fear and i mean fear but by headline … [Read more...]
It’s All About Jobs
August 4, 2011 Leave a Comment
Tomorrow is going to be the tell all for the month. And let’s just ratchet our estimates down. We have JPM taking down estimates for growth today for the next quarter. Things are bad, June … [Read more...]
Debt Ceiling
July 27, 2011 Leave a Comment
I look at this market today, and it’s really a shame that these talks are during the midst of earnings season. Day in day out when I wake up and turn on the TV it’s debt ceiling this, and debt … [Read more...]
Earnings
July 21, 2011 Leave a Comment
I’ve been a proponent of earnings and so far so good, earnings have been fantastic. A few things worry me moving forward. - We are moving up on EU getting resolved. Day and day … [Read more...]
Going over the Quarter
July 19, 2011 Leave a Comment
GS – GS reported 2nd quarter earnings of 1.85 EPS on revenue of $7.3B. This was a miss from $2.27 EPS on $8.1B. The biggest miss coming in the quarter was from fixed income, and their trading … [Read more...]
