UncategorizedMU Looks Interesting Ahead Of Earnings Wednesday AfternoonTop Gun Financial PlanningSeptember 24, 2024 by Top Gun Financial PlanningSeptember 24, 2024088 Chip maker Micron (MU) was one of the best performing semiconductor stocks heading into its June earnings report – up 118% over the previous 12...
Home Most PopularA Soft Landing Is Fully Priced InTop Gun Financial PlanningSeptember 20, 2024September 20, 2024 by Top Gun Financial PlanningSeptember 20, 2024September 20, 20240349 The S&P broke out to new all time highs Thursday in the wake of the Fed’s 50 basis point cut to the Federal Funds Rate...
UncategorizedThis Day In History: September 18, 2007Top Gun Financial PlanningSeptember 17, 2024 by Top Gun Financial PlanningSeptember 17, 2024089 Source: Chart from Tim Duy Tweet Every downturn is idiosyncratic, with one commonality: They all come after a period of Fed rate hikes – Tim...
UncategorizedThe Return Of J-PowTop Gun Financial PlanningSeptember 16, 2024 by Top Gun Financial PlanningSeptember 16, 20240160 Up until Thursday it was looking like the Fed would play it conservatively and cut rates by 25 basis points on Wednesday. But then Nick...
UncategorizedThe Aspirational Stock MarketTop Gun Financial PlanningSeptember 14, 2024 by Top Gun Financial PlanningSeptember 14, 20240129 One of the more amusing things I’ve seen in recent years – and there have been many – was Oracle’s (ORCL) forecast for $104 billion...
UncategorizedThe Banks Tank, Presidential Debate, August CPI And The FedTop Gun Financial PlanningSeptember 10, 2024 by Top Gun Financial PlanningSeptember 10, 20240130 Market Commentary: JP Morgan (JPM) is down 7% today after President and COO Daniel Pinto said “Net interest income (NII) expectations are a bit too...
UncategorizedWhy Kamala Harris’s Plan To Tax Unrealized Capital Gains Would Crash The Stock MarketTop Gun Financial PlanningSeptember 10, 2024 by Top Gun Financial PlanningSeptember 10, 2024077 Kamala Harris’s plan to tax unrealized capital gains for individuals worth more than $100 million is supposed to be a tax on the ultra-rich but...
UncategorizedThe Fed’s Tough Decision, ORCL & KR Earnings PreviewTop Gun Financial PlanningSeptember 9, 2024 by Top Gun Financial PlanningSeptember 9, 20240132 Technicals: The S&P closed last week at 5,408 – just above 5,400 which is an important level because the S&P has spent so little time...
UncategorizedJobs Report Could Clarify Investors Love-Hate Relationship With StocksTop Gun Financial PlanningSeptember 5, 2024 by Top Gun Financial PlanningSeptember 5, 20240197 Investors are struggling to reconcile a market in which everything has performed great, yet nothing seems worth buying – Jon Sindreu, “Love-Hate Connection To Stocks...
UncategorizedBig Down Day Kicks Off September, ZS Earnings, Jobs Report Friday, Europeanization Of AmericaTop Gun Financial PlanningSeptember 3, 2024 by Top Gun Financial PlanningSeptember 3, 20240117 The stock market got smashed to open September after the long Labor Day weekend. The S&P was -2.12% and the NASDAQ -3.26%. Nvidia (NVDA) led...