Good morning. During the last 15 years, periods of zero percent interest rates led investors...
It's the monthly jobs numbers today and they're not going to be pretty and will be possibly the tip of the iceberg as we head into May.
 | | |  | DOW 33,300.62 | -0.03% | | | | | S&P 4,124.08 | -0.16% | | | | | NASDAQ 12,284.74 | -0.35% | | | | | *As of market close | | | • | Stocks closed lower on Friday, following weak consumer sentiment data. | | | • | Oil dropped 1 percent, closing at $70.15 per barrel. | | | • | Gold dipped 0.2 percent, ending the day at $2,017 per ounce. | | | • | Cryptocurrencies continued lower, with Bitcoin at $26,457 at the stock market close. | | | | | | | |
| | | Strong Brands Can Endure More than a Weak Quarter… Or Even a Weak Year | | | | One of the most powerful long-term investment trends is to invest in a company with a durable competitive advantage. For most companies today, that usually means offering a unique product that's protected by a copyright or patent.
Even though patents are temporary and copyrights won't last forever, once a brand has been built, it can stand the test of time. And that can lead to higher returns versus investing in generic competitors.
» FULL STORY | | | | |
| | Insider Trading Report: Tyson Foods (TSN) | | | | Wes Morris, a Group President at Tyson Foods (TSN), recently bought 10,362 shares. The buy increased his holdings by 31 percent, and came to a total cost of $499,431.
He was joined by another Group President who bought 2,040 shares, paying just over $99,700 to do so. These buys are the first insider buys at the company over the past two years. Generally, company executives have been slight sellers of shares, usually following the exercise of stock options.
» FULL STORY | | | | |
| | Unusual Options Activity: Google (GOOGL) | | | | Search engine giant Google (GOOGL) popped higher last week following an announcement on the company's investments in artificial intelligence. One trader is betting that shares will come down following the news.
That's based on the July $120 puts. With 67 days until expiration, 16,784 contracts traded compared to a prior open interest of 187, for a 90-fold jump in volume on the trade. The buyer of the puts paid $6.75 to make the bearish bet.
» FULL STORY | | | | |
| | • | Department of Commerce Unveils Tech Hub Initiative
The Department of Commerce is investing $500 million to turn metro areas in Middle America into tech hubs. The goal is to create centers of innovation throughout the country that can create more well-paying jobs. In total, up to $10 billion has been authorized for building out these hubs through 2027. | | | | • | Regional Bank Insiders Buy Up Shares
Company executives and directors at regional banks have been massive buyers of shares in the past few weeks, at levels not seen since 2009. The sector has seen turmoil as the nation's second, third, and fourth-largest failures have occurred in a matter of weeks. The regional banking index has slipped by nearly one-third amid this crisis. | | | | • | Carmakers Report Bottlenecks in Software
A number of automakers are having challenges getting the software right on their latest makes and models. As cars grow increasingly complex, so does the software needed to run everything from lidar systems to steering and braking. Companies such as VW Group have terminated executives, and Volvo and Polestar are also reporting delays due to software development problems. | | | | • | Netflix Looks to Slash $300 Million In Costs This Year
Streaming giant Netflix (NFLX) is planning to reduce its spending by $300 million this year. The move is designed to improve profitability as rising streaming competitors have made for a more active and cost-focused market. The move has also occurred as plans to crack down on software sharing haven't led to expected increases in subscriber growth. | | | | • | Elon Musk Finds New CEO for Twitter
Twitter owner Elon Musk has stated that he's found someone to run day-to-day operations, which will allow him to step back from the CEO role, which he's had since buying the company in October. The new CEO is Linda Yaccarino, head of advertising at NBCUniversal, who resigned from that role on Friday. | | |
| | | | TOP | | | FSLR | 26.475% | | | | NWS | 8.675% | | | | NWSA | 8.483% | | | | NRG | 5.638% | | | | EQT | 4.859% | | | | BOTTOM | | | JD | 6.192% | | | | GEN | 5.478% | | | | LNC | 4.163% | | | | CCL | 4.004% | | | | CTLT | 3.89% | | | | |
| | |  | | For the second day in a row we have good inflation data – both the CPI and PPI continue to come down – which should give the Fed the room it needs to take a pause at the next meeting. We do think investors are being too sanguine about the recession risk on the horizon. But given that we are in the calm before the storm, it is easy to see why so many people are buying stocks as everything looks clear for the moment. | | - Chris Zaccarelli, chief investment officer at the Independent Advisor Alliance, on last week's inflation data, which makes it likely that the Federal Reserve will pause its policy of raising interest rates, which it only hinted at during its last meeting. | |
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