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Jordan Kahn's Blog Posts
Morning Look: Financials Trade Heavy
05/08/08
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The market is a touch lower in early trading. The dollar is weak today vs. the Yen and Euro, and financials are weak again for a second day. The brokers are the weakest group so far this morning, and it might be hard for the overall market to rally today without the financials.Energy stocks are up ...
FWLT
CSCO
Midday Update: Market Pulls Back As Oil Back At Highs
05/07/08
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Earnings season is a busy time for portfolio managers, and I have been inundated with conference calls lately. That is why I haven't been making as many posts to this blog as usual. But as earnings season is winding down, I plan to step it back up soon.The market was up early this morning, but qui...
FNM
MRK
Morning Update: Financials Lead Market Higher
05/06/08
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The market was under pretty heavy selling pressure in early trading, but it has since bottomed and moved back into positive territory.The news before the bell was all bad: UBS was cutting 5500 jobs and Merck (MRK) was cutting 1200 jobs; oil is hitting new highs above $122; and Fannie Mae (FNM) report...
GOOG
YHOO
Monday Morning Musings
05/05/08
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The market got a brief bounce in early trading on a better than expected economic report, but the enthusiasm has quickly faded, and the Dow is flirting with triple digit declines currently.The ISM Services Index came in higher than expected at 52.0 (vs. 49.1 consensus), reflecting renewed expansion. ...
WWY
MRK
Weekly Wrap
05/04/08
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Here is a copy of Briefing.com's Weekly Recap:There were five trading sessions this week, but for the most part it ended up being a three-day work week. That's because things didn't get really interesting for market participants until Wednesday.Sure, there was the news Monday that Mars is going to b...
The Recession That Wasn't
05/02/08
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The market got a big boost this morning from a better than expected jobs report. Nonfarm payrolls declined by -20,000, which was far less than the -75,000 forecast. Also, the unemployment rate ticked down to 5.0%, while economists predicted it would move higher to 5.2%.Moreover, most of the job los...
GS
FXE
Charts of the Day
05/01/08
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Today was an incredibly strong day in the market. After the market began to rally this morning, I noticed that the put/call ratios were still at very high levels, indicating much skepticism that the rally could last.Not only did it last, but it rallied into the close to finish at session highs. The...
XOM
What A Difference A Day Makes
05/01/08
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After the FOMC announcement yesterday, the stock market sold off and the dollar dropped in a big way. That left many thinking that those moves would continue today. Wrong.This morning, stocks started higher out of the gate, while the dollar got a big boost. The surge in the dollar hit commodities ...
Sentiment Check
04/30/08
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The market is giving back much of its gains since the Fed announcement. Here is a rundown of the sentiment indicators:The ARMS Index remains high at 1.28The CBOE put/call has been low all day, at 0.79The ISEE is elevated, near 160The VIX is up slightly to 20.43Sentiment has started to get a little m...
Fed Cuts Rates 25 Basis Points
04/30/08
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The FOMC decided today to lower its target for the federal funds rate 25 basis points to 2.00% today. Here are some of the highlights from the accompanying statement:Recent information indicates that economic activity remains weak. Household and business spending has been subdued and labor markets h...
Hurry Up And Wait
04/30/08
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(this post should have been up earlier, but didn't publish. so I am re-posting it)Today is normally a 'hurry up and wait' day as the market moves at a snail's pace until the FOMC announces their change in interest rates, and then trading picks up in a flurry. But this morning there were several piece...
Happy Anniversary To 'In The Money'
04/29/08
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Today is the 2-year anniv. of this blog. Over that time, I have probably made over 1,000 posts. Hopefully, those of you out there reading find them helpful. Sometimes my posts are to educate of explain things, while some of the time they are just to help me flush out my ideas more and improve the ...
ADM
MA
Markets Sluggish In Early Trading
04/29/08
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I was out all day yesterday and was not able to do any blogging.This morning, the markets are opening on a weak note. There were lots of better than expected earnings reports this morning, but the reactions in the individual stocks have been mixed.MasterCard (MA) reported blowout numbers, and that s...
WFR
Glad To Be Out of WFR
04/25/08
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MEMC Electronics (WFR) reported earnings last night and gave guidance that was disappointing at best. Management continues to talk about production problems at its Texas poly plant, but then they also said that demand "is a bit weaker than typical".Well, which is it? Is it a supply problem, or demand...
MSFT
MER
Mister Softee (MSFT) Doesn't Live Up To Expectations
04/25/08
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I have been a Microsoft (MSFT) skeptic for several years, because everytime the stocks starts to rally, it fades. There was a lot of hype coming into this quarter, and the stock started to pop this week. But alas, last night's earnings were nothing to write home about, and the stock is down -6% tod...
SLX
MOO
Ag and Energy Themes Taking A Much Needed Breather
04/24/08
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Big rollovers going on in the ag/energy/materials complex. Yesterday, we sold half of our steel etf (SLX) just to take some profits. Today, we are joining Doug is initiating a position in the short oil etf (DUG), just to hedge some of our energy exposure.As for ag, we sold most of our ag etf (MOO) la...
POT
Stocks Lower in Early Trading, Dollar Up
04/24/08
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Stocks are trading lower in early trading on some mixed economic news. Jobless claims were lower than expected, but durable goods were a bit weak and new home sales also came in below expectations.AAPL and QCOM both reported solid earnings last night, and their stocks are mixed this morning. I thin...
Making A Big Bet On Housing
04/23/08
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This morning, a report from housing industry group Dataquick said that foreclosures in California soared +39% in Q1 to 113,676. That's more than 1200 per day, and the highest since they began keeping records in 1992. Ouch.While many are looking to call the bottom in housing, data like this make me th...
AAPL
BA
Earnings Reports Boosting The Market
04/23/08
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There were some solid earnings reports last night and this morning, that seem to be boosting the market after yesterday's selloff. Of course, it's still very early, so it remains to be seen if we can hold onto these gains into the close.Broadcom (BRCM) beat estimates and raised guidance, and the sto...
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More about Jordan Kahn
Avg exp holding time:
825.21 days
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Occupation:
CFA, Senior Portfolio Manager at Summit Wealth Management
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Location:
Beverly Hills, CA
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Website:
mymoneylife.blogspot.com/
About Me:
Jordan Kahn, CFA is a Senior Portfolio Manager at Summit Wealth Management, in Beverly Hills, CA. He
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Jordan Kahn, CFA is a Senior Portfolio Manager at Summit Wealth Management, in Beverly Hills, CA. He is a frequent market commentator for numerous investment publications, and has appeared on CNBC and KNBC-Los Angeles. He is a regular columnist for StreetInsight and has also been featured in TheStreet.com, Real Money, Technology Investor, and Barron’s.
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