6+ hour, 14+ min ago  (1281+ words) The world's largest chipmaker seemed to trigger a surprising stock selloff. Samsung Electronics (KR: 005930), the world's largest maker of memory chips by sales, on Tuesday updated its earnings forecast to indicate that the electronics conglomerate is anticipating record sales and…...

1+ day, 12+ hour ago  (1429+ words) Why I'm sticking to plan on memory stocks; also, let's brace for the week ahead, check the markets' charts, and interpret those jobs numbers. Hence, even if the shares surge back on Monday, if they fail to reach that line…...

1+ day, 10+ hour ago  (491+ words) A combination of lower inflation and improved data sources will push the Fed to cut interest rates soon. On "Jobs Thursday" we did not publish our usual "instant" analysis, partly because we were already on Bloomberg TV that morning and…...

5+ day, 12+ hour ago  (589+ words) Let's look at the beating taken by memory stocks yesterday, the shot at a September rate cut, jobs day, and how July 4 week used to work for traders. Understand that years ago, when an extended holiday weekend would show up,…...

1+ week, 6+ hour ago  (1216+ words) The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring? It's been the strongest quarter in history for semiconductor stocks. That helps explains Asia's stock-market winners…...

1+ week, 14+ hour ago  (443+ words) While our team overwhelmingly continues to feel that risk is high, they're not in agreement regarding what to do about it. Note: It turns out that doing a survey each week is a lot of work! Plus, our team doesn't…...

1+ week, 1+ day ago  (733+ words) My interest rate projection appears to go against the grain. It was only after my Thursday CNBC interview that I realized how non-consensus was my view that we are still more likely to get a cut than a hike this…...

1+ week, 3+ day ago  (1051+ words) A high dividend yield can look like a ticket to lasting retirement income, until the cut arrives. Before rushing into a high-yield name, ask yourself three questions. When you're looking for income to provide ballast in your long-term portfolio, so-called…...

1+ week, 3+ day ago  (1052+ words) Let's scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings. Airlines are seeing fuel costs drop on Iran deal, but don't expect cheaper tickets anytime soon. Chocolate and coffee cost more at…...

1+ week, 4+ day ago  (344+ words) Here's why good economic data is weighing down stocks, Russell's rebalancing will make winners and losers and the chart looks " perilous. My problem with the data is this and we have now seen this divergence in the data provided by…...