If I Had A Trillion Dollars

If I had a trillion dollars, I’d buy you Apple, a really, really big Apple. In the latest of silly headline grabbing stock market milestones, Apple became the first company in history to sport a market cap of over $1 trillion. In a word extraordinary. Of course, the more cynical investors among us seized the occasion to declare another potential bell being rung drawing us closer to a stock market peak. What are the implications, if any, for Apple and the broader market in general in achieving this notable distinction?

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FAANG Funk

Beware the winds of change.  It is extraordinary how quickly a narrative can change. Up until a few days ago, the so-called FAANG stocks of Facebook, Apple, Amazon, Netflix, and Google parent Alphabet were the unstoppable toast of Wall Street, the financial media, and investors at large. But suddenly, the tone of the dialog has changed, and many are now out on the beat lamenting the trouble ahead for these same high-flying names. One prominent firm even went so far as to issue a short call for the FAANG dynasty. What happened to cause the game to change so quickly? And has the phenomenal run in FAANG stocks finally come to an end.

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Putting Up Or Selling Off?

Are companies putting up or selling off? The latest quarterly earnings season is now officially half way over with 253 companies on the S&P 500 Index having reported results to date. Considering the importance of this earnings season in determining whether the seeds for sustainable economic growth and market performance are currently being sown, it is worthwhile to examine whether companies are delivering on high hopes or whether all of the excitement about the economic and earnings outlook is headed toward being nothing more than hot air.

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What Are You Talking About!?!

The Wall Street Journal left me scratching my head on Thursday afternoon. The financial newspaper posted an article entitled Outflows From U.S. Stocks Swell as Investors Seek Refuge in Bonds discussing how “Investors are fleeing U.S. stocks at a rapid clip as ongoing market volatility and trade tensions push them to seek safety among less risky assets such as U.S. Treasuries.” Really? As someone that has closely followed mutual fund and ETF fund flows for many years, this article once again highlights how important it is for investors to do their own homework before drawing any definitive conclusions about what they read or hear.

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Successfully Navigating The Facebook Miss

Facebook announced its latest quarterly results for 2018 Q2. The numbers for the latest period can be described simply as disappointing. And the share price has been reacting both accordingly and severely in the after-hours session heading into the overnight on Wednesday night. While much time and effort will be expended in the coming days in dissecting the numbers and the outlook for what was as of Wednesday’s close the fifth largest company by market cap in the United States, it is also worthwhile to consider how investors can best navigate what is likely to be a turbulent few trading days ahead for the tech communications giant.

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