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Profiting from Zoom, adding to Verizon and watching Microsoft as we wait for data on employment and how the fiscal support bill will play out.
The gist of the Q3 earnings release, at least my personal take, would be that the overview has a positive, or optimistic feel.
I fully understand that there will at some point likely have to be a balancing of personal and economic risk. This economy can only be open for business if there is public confidence in 7 areas.
The Fed has attacked developing problems in real-time -- and as China shows signs of life, the semi stocks are benefitting.
St. Louis Fed Pres. James Bullard sees unemployment possibly hitting 30%, while GDP could ultimately contract 50%.
Amid dramatically rising jobless claims, the Fed continues to fire big bullets, the Senate is pushing its economic support package and Gilead and Regeneron have made progress on coronavirus treatments.