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Cook`s Kitchen: Archive

Kevin Cook

Cisco Snatches IPO Baby from the Arms of Wall Street

Tech titans are competing with war chests of cash to scoop up tech startups before they go public

TWLO MSFT FB CSCO AMZN

Kevin Cook

Bear Hunt Rally Ends Soon

Why, and where, the relief rally will end very soon.

Kevin Cook

Correction Over - Earnings Recession Says "NO!"

Why the S&P 500 is still too expensive trading over 16X EPS at 1900 - and where you want to be a buyer

XLF  XLE  TLT  VXX  SPY

Kevin Cook

Are We in a Bear Market?

Weighing the evidence from the charts, the economy, and earnings to answer an investor¿s most important question.

XLE  TQQQ  SPY  JNK  HYG

Kevin Cook

Synthetic Stock: How Ackman Doubled-Down on VRX

When you don't have enough cash to buy 12.5 million shares, try this clever options strategy.

VRX

Kevin Cook

Valeant Pharma Autopsy: Counting the Lost Billions

10 of the smartest investors in the world just lost sizable fortunes, in 2 months, on one stock.

AGN  MSFT  MBLY  VRX

Kevin Cook

Does the Monster Nasdaq Surge Make You Bullish or Bearish?

What looked like a mere flight-to-safety in large cap tech shares may now become the Q4 ¿rally monster¿.

MSFT  GOOGL  AAPL  AMZN  FB

Kevin Cook

6 Reasons the Market is Overpriced

The earnings recession is only going to get worse and drive the forward multiple over 17X.

XLE  TLT  SPY  JNK  QQQ

Kevin Cook

Trading the VIX: What you need to know

Don¿t be the blind man holding the pachyderm¿s derivatives.

XIV  VXX  UVXY  CME  CBOE

Kevin Cook

Correction Roadmap: 2011 Redux

There are many similarities to the meltdown and recession fears of 2011 that can help us navigate profitably through this one.

Kevin Cook

Stealth Correction Gets Real

The meltdown in market breadth heats up as timer Tom McClellan calls THE top

Kevin Cook

Recession Probability Climbs to 20%

Market breadth is rolling over and the economic data isn't getting much better since my last recession calculation.

TLT  SPY  GOOG  QQQ  AAPL

Kevin Cook

Why You Should Buy China Soon

The transition to a consumer-driven economy will create fortunes over the next decade.

SBUX  SPY  AAPL  ASHR

Kevin Cook

Chipotle: Secret Sauce of Success

The new paradigm of fast food is a system that cares about its people, from staff to customers.

YUM  SBUX  MCD  CMG  PNRA

Kevin Cook

6 Ingredients for 3% GDP

Keep your eyes on the consumer, housing, jobs, incomes, spending, and confidence

SPY  IWM  QQQ

Kevin Cook

6 Linchpins of the Aging Bull

Knowing what drives the bull will keep you from veering off course

SPY  IWM  QQQ

Kevin Cook

Why the Bull Isn't Done Running

Stop predicting the top of the bull market and understand what is driving it.

ULTA  SWKS  HAR  AVGO

Kevin Cook

Perfect Storm for Stocks

How a vicious feedback loop with earnings, interest rates, and the dollar could spark a bigger correction.

TLT  SPY  IWM  FXE  QQQ

Kevin Cook

Gundlach's Bear Case Doesn't Bite

Why the Oil Bear -- not the new Bond King's 3 slides -- could cause a correction

USO  XLE  SPY  IWM  QQQ

Kevin Cook

Is It Safe to Buy?

It's not 1998 all over again, so you want to be buying under S&P 2000

SPY  IWM  QQQ

Kevin Cook

What's Eating Goldman Glum?

Market is short-term overbought but Goldman Sachs equity strategists are even cautious into 2016.

SPY  IWM  QQQ

Kevin Cook

S&P 1775 Before 1975

Why this correction has double-digits written all over it.

SPY  IWM  SOXX  QQQ

Kevin Cook

Machines Rule, Bears Drool

Watching market breadth and looking for a buyable low in October.

SPY  GILD  IWM  QQQ

Kevin Cook

Who's Afraid of the Russell Death Cross?

Looking at market breadth with a fine-tooth comb and debating the R2K path of least resistance.

SPY  IWM  QQQ

Kevin Cook

Keep Buying the Dips

Interest rates will rise, but equities will still outperform in a strengthening cycle.