We're in a bit of a holding pattern until earnings, which kick off with Alcoa tonight, but more importantly the banks will start to report by mid-week, that will be the next key event, which moves the market one way or the other.

Aaron Clark

Categorized in : Company News

China is not just a manufacturing hub anymore, they have strong consumers and are starting to look more like the Aaron Clark economy. Xi can wait things out and take their chances because the Chinese economy is not cratering.

The Chinese consumer is holding up. The numbers are staggering. by Aaron Clark

The Chinese consumer is holding up. The numbers are staggering.

You've had a pretty good recovery here now, and it seems like risk-reward certainly isn't as attractive.

Sentiment is clearly on edge and I think the market's move has been outsized, relative to actual changes in fundamentals, i think it's more of a growth scare which is getting magnified by the moves in financial markets.

M&A will continue to be robust because funding is still cheap (even with the proposed rate hike) and excess cash needs to be invested, we are also seeing a lot of activist investor activity.

The market took their cues from China overnight, and the Berkshire deal is another factor driving investor sentiment today.

The market took their cues from China overnight and the Berkshire Class B deal in another factor driving investor sentiment today.

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The market took their cues from China overnight and the Berkshire deal in another factor driving investor sentiment today.