When the stock moves on it and it did so tim, whats your take on the action of wells fargo and whats your take on a possible m and a deal. Well, this kind of news, first of all, this rumor was out a couple of days ago in the market and the Market Participants didnt do anything with the move because we talked about the down move. This deal makes a lot of sense when we talk about the environment over the last couple of years for both of these players. I think this deal would be a ridiculously difficult deal even if were going hypotheticals to get through on the regulatory side i dont think either one of these have a lot of friends in washington i do think and again, this is not me saying that this is just my sense of where this would be, but look, i dont think this deal is going to happen i do think goldman has continued to build out their retail platform in markets. I think wells fargo has a lot of issues that im not sure goldman would want and the move weve seen and this snapback today
Ko says theres one name that could be about to take a hit hell tell you the name and how to dodge the selloff and its time to risk less and make more the action begins now. We start off with the semis getting trade worries. Sinking 3 as the key players fall deeper into a bear market so will the semi smackdown continue lets get straight to the chart master carter worth its a beg old mess in the sense that semis were so strong and drew in so much capital and it was one of the great headfakes of all time and a false breakout in fact, lets just look at it and start with that. This is a three, fouryear chart of the Semiconductor Index and the sox and lets put the line out there. When you draw in a lot of money and it ends up being wrong that money that pushed it higher becomes an accelerant on the way out as people have to reverse their positions. So not a good setup. Now, most importantly, how do we know that it was always going to be a trap . Its all about relative performance. The cyclic
Khouw says theres one name that could be about to take a hit hell tell you the name and how to dodge the selloff. Its time to risk less and make mo more the action begins now. And we start off with the semis getting crushed today after broadcom lowered its guidance, citing demand and trade worries. The sma semiconductor etf sinking nearly 3 as the key players in the space fall deeper into a bear market so, will the semi smackdown continue lets get straight to the chartmaster, carter worth. Carter its a big old mess in the sense that semis were so strong and drew in so much capital and it was one of the greatest head fakes of all time, a classic trap, a breakout lets start with that. This is a threefouryear chart of the semiconductor index, and you can see the breakout lets put the line on there. When you draw out a lot of money and it ends up being wrong, that money that pushed it higher becomes an accelerant on the way out as people have to reverse their positions. So not a good setup
That could be about to take a hit. Hell tell you the name and how to dodge the selloff. Its time to risk less and make more the action begins now. And we start off with the semis getting crushed today after broadcom lowered its guidance, citing demand and trade worries. The smh Semiconductor Etfs sinking nearly 3 as the key players in the space fall deeper into a bear market so, will the semi smackdown continue lets get straight to the chartmaster, carter. Its a big mess in the sense that semis were so strong and drew in so much capital and was one of the greatest head fakes of all time, a classic trap, a false breakout in fact, lets look at it and start with that. This is a three, fouryear chart of the semiconductor index, the stocks you can see the breakout lets put the line on there. When you draw in a lot of money and it ends up being wrong, that money that pushed it higher becomes an seis rant on the wa out as people have to reverse their positions. So not a good setup. Now, most
Later, the most hated man on twitter just got banned but that may not be good for twitters business model. Well explain. First well explain with old tech taking the markets to new highs. Kiss ki cisco breaking out, microsoft. Intel hitting a new high. Old tech has been on fire. Is it still the best place to be despite intels slight miss tonight . Tim, lets start with you. I think its stock by stock. In intels case actually i think youve got a company on evaluation metric, first of all, coming into these numbers was trading at the highend historical range. Very important business. The pc business has come back. The Margin Expansion is very interesting. But i go back to microsoft which blew out their numbers today, or did they . Against all relative to what you were expecting, year over year growth of 2 on revenues is not that amazing. Even though you can point to substantial growth in every segment of their business, the movement to the cloud today is very exciting. Who knows what thats