Bill Kort | TalkMarkets | Page 1
Investor/Blogger/Speaker on The Media & The Market
Contributor's Links: Kort Sessions
I have been around the stock market and investing in stocks for over 60 years. I began my career in the investment business as a retail broker in 1970 with Kansas City based H. O. Peet. Peet was acquired in 1978 by Kidder, Peabody. With the merger I moved his business to the institutional ...more

All Contributions

Latest Posts
1 to 16 of 138 Posts
1 2 3 ... 9 >>>
The ‘Mag Seven’ Components Take Big Hits As Boring May Becoming Beautiful
The market seems to finally be getting comfortable that the Fed message of “higher for longer” is not a death sentence for small-cap and value stocks and that ‘growth at any price’ may not be the best path forward. 
Algorithmic (High Frequency) Trading Rears Its Ugly Head Again
The glories of high-frequency trading were on full display last Thursday as the S&P 500 turned a 1% gain into 1.2% loss for the day
Nvidia: Friday’s Trade Was Not A Good Look
Artificial intelligence, whether seen as a bane or a blessing, is here to stay -- and Nvidia is going to be a major player. Yet, if you are living in the here-and-now, you may see that big tech and this company may be a bit out over their skis.
Beware The ‘Data Point Market’
The key data point last week was the release of the personal consumption expenditures on Thursday February 29. This is supposedly a key inflation indicator for the Fed in its fight against inflation.
A Cautionary Tale From The Y2k Tech Bubble And How To Profit From It – History Worth Noting
We are given daily warnings by the pros that the market is way overpriced (Y2K–S&P at 30 times forward earnings).
No Rate Cut … No Big Deal!
Those calling for more economic support from lower rates never mention continued expansionary fiscal policy, continued deficit spending, as an offset.
The Huge 2-Month Jump In Confidence–Why Now?
Since March of 2022 the US unemployment rate has been running at about 3.6%. Last year 2.7 million new jobs were created, not quite as many as the 4.8 million in 2022, still a very healthy number.
Be Wary Of Not Letting ‘Good News” Be ‘Good News’
The market and economy have been doing just great... If it ain’t broke, let’s not try to fix it prematurely.
The Newest Bogus Narrative: The Bulls Are Back. They May Not Like The Reasons Why The Fed Is Easing.
After fearing a Fed-driven recession for the better part of two years and hoping for the moment that the Fed would relent, the moment has come. The inflation numbers continue to look better, the economy appears to be rolling along quite nicely
Is The Market’s Recent Strength All About Expected Rate Cuts Or Is Something Else At Play?
There is a constant drumbeat about market strength and expected Fed action to cut rates. This is a typically simplistic media/pundit explanation of a complex and misunderstood market. What happens if the Fed doesn’t budge? The bull will continue.
Powell Speaks - The Market Cringes - Then Moves On - You Should Too
What was the market expecting him to say? Is “Mission Accomplished” the right message at this time? Is 2% the right target?
Why Energy Demand Should Be The Last Thing You Worry About When Investing In Oil Stocks
Demand concerns no longer make sense as a negative in the energy investment process.
Head Fake: Irrational Fear Still Grips The Market
Based on the facts that exist currently in our economy the irrational fear that has crept into the market is unjustified.
Flight-To-Safety Assets: Are They Really Safe?
The message of the market may differ significantly from the facts on the ground. Beware.
The Curious Tale Of Chevron And Tesla, “The Tortoise And The Hare”
Our tortoise is unchanged YTD with hare Tesla leaping 44% since January 1.
Ball Of Confusion Or Eve Of Destruction — The Ugly Continuum
Many investors today search for clarity or gird themselves for the worst. Higher for longer in Fed rhetoric may be a hidden positive. Why this time (I know it is dangerous to say) may be different. Unique positives.
1 to 16 of 138 Posts
1 2 3 ... 9 >>>