Recent Articles By The Author
There's just too much risk for a large firm with no profitable businesses. Even if its not their fault at all.
I do think the key to reopening this economy is one of greatly expanded testing for Covid-19, once a reliable treatment has made it past clinical testing, and into mass production.
These charts show activity is market positive for tech. Here is how I'm playing it.
As HD proves itself amid this crisis, but has several ongoing challenges, here's a trade idea that requires some flexibility for these abnormal times.
Over the past month, 3 sectors have revealed themselves as market leaders: Technology, Healthcare and Consumer Staples.
There is no doubt that this is the most aggressive and pro-active Fed since at least the days of Paul Volcker's tug of war with consumer level inflation, not to mention the Reagan administration.
The presidential task force wasn't going to address the media Sunday. Then, they did. Actual news? Futures markets opened ahead of that, in the green, and went higher. That's interesting.