US Equity

AT&T, Boeing and other old-line companies still have room to run.
Low volatility adds to lack of drama.
The need for fiscal intervention to promote growth is growing urgent.
Price decline has slowed and it could bounce, but more improvement is needed.
Rail and airline stocks are seeing a shocking obliteration.
Fed to start unwinding balance sheet 'relatively soon.'
Try on the long side.
Smaller investors can react quite quickly; so I see no reason to rush into cash.
Prices are showing signs of stability, but...

Columnist Conversations

we'll take this nice winner off the table SOLD ADSK AUG 105 CALL AT 9 (in at 4.45)


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