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Fed's Evans Knows Nothing, China Q1 GDP, Trading Netflix: Market Recon

Fed's Evans Knows Nothing, China Q1 GDP, Trading Netflix: Market Recon

When Netflix reports earnings tonight, what will likely matter above all else for now will be subscriber growth.

Permian Basin Stocks, DIS Reaction, AAPL/QCOM, GDP, Railroads: Market Recon

Permian Basin Stocks, DIS Reaction, AAPL/QCOM, GDP, Railroads: Market Recon

What I see from 10,000 feet above... in the age of suddenly profitable fuel as cargo, are the railroads.

China Exports, Bank Earnings, Disney+, Chevron/Anadarko: Market Recon

China Exports, Bank Earnings, Disney+, Chevron/Anadarko: Market Recon

There are several metrics that will be measured across all of the major banks that analysts and investors alike must take into account.

FOMC, Q1 Earnings, Brexit, IPOs, Disney Investor Day: Market Recon

FOMC, Q1 Earnings, Brexit, IPOs, Disney Investor Day: Market Recon

Nations will never abandon the debt super-cycle that they have created unless there is a public loss of faith in fiat.

IMF Head Shaker, March CPI, Trading Bed Bath & Beyond: Market Recon

IMF Head Shaker, March CPI, Trading Bed Bath & Beyond: Market Recon

Probably more important to focus on than the FOMC Minutes on Wednesday, will be the impact of energy prices on headline March CPI.

Earnings Season, EU Trade Troubles, Trading Intel: Market Recon

Earnings Season, EU Trade Troubles, Trading Intel: Market Recon

The EU is on the ropes. The economy there is in flames.

Clutch Market Performance, Quantitative Easing, Trading Essent: Market Recon

Clutch Market Performance, Quantitative Easing, Trading Essent: Market Recon

Economic growth in the U.S. has not slowed to the degree that many economists seemed to have pointed to early in the first quarter.

China Progress? March Jobs Data, Trading Lowe's: Market Recon

China Progress? March Jobs Data, Trading Lowe's: Market Recon

With any China deal, there must be a clear and verifiable method of enforcing compliance.

China Trade Talks, Fed's Bullard, GDP, Trading DIS, Lyft's IPO: Market Recon

China Trade Talks, Fed's Bullard, GDP, Trading DIS, Lyft's IPO: Market Recon

As a trader, I very well may participate in Lyft stock. As an investor? No thank you.

FOMC Policy Decision, Repairing the Economy, Trading Micron: Market Recon

FOMC Policy Decision, Repairing the Economy, Trading Micron: Market Recon

Equity markets had been hot. Real hot, going into this week's FOMC policy decision. Still no China trade deal.