Is the Market Oversold?
This week marks the 15th anniversary of Kenny’s Commentary. As a result, I will be taking a break from the note for a week or two. However, you will have the […]
Equities
Alfred E. Smith IV
Friday, November 20th marks the sad 1 year anniversary of the passing of Alfred E. Smith IV. Al was a friend to all and an ally to many. His soul […]
Thank a Veteran
In my morning note to you, dated 10/26, I led with: “Never short a dull market.” Last week’s price action, though fueled by an unusual confluence of forces and events, […]
Kenny’s Commentary in Barron’s…Oscillation
Make Up Your Mind, Already: Inside the Stock Market’s Indecisive Week: “When in doubt, trade away.” By Ben Levisohn Oct. 16, 2020 By all appearances, investors can’t decide what they […]
Batten Down the Hatches Ahead of Election: Peter Kenny (Radio)
September 14, 2020 — 10:40 AM MDT Bloomberg Markets With Paul Sweeney and Vonnie Quinn Peter Kenny, founder of Kenny’s Commentary and Strategic Board Solutions, on merger mania, and why […]
Wall of Worry
Investors in US equities have been handsomely rewarded since late March – particularly those with overweight exposure to large cap tech specifically, and the Nasdaq more generally speaking. The robust […]
US STOCKS-S&P 500 poised for best quarter since 1998
By Chuck Mikolajczak “There is a huge game of musical chairs going on here and that is really favoring the Nasdaq and it is really punishing the indices that have […]
Stocks are losing momentum: strategist
Kenny’s Commentary on Reuters TV with Fred Katayama: Cautious about stocks because of the Nasdaq’s stretched valuations and weakness in financial stocks. Peter tells Reuters’ Fred Katayama investors should take […]
Stocks lose ground on the week, but remain in channel
After a turbulent week, we opened on Friday with equity markets trading sharply lower only to see institutional buyers step in to take advantage of the steep intraday discounts. As […]
Negative economic data will trigger reset lower
International trade data for March is released Tuesday at 8:30 am. Econoday consensus is calling for March’s reading to be $-44.0 B. February’s results were $-39.9 B. Also on Tuesday, […]