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Biogen shareholders are taking a beating on cancellation of trials for its Alzheimer's drug candidate.
The Fed needs to buy short-term paper RIGHT NOW, and sell off longer-term paper.
What I notice, however, is just how fast the competition will come up behind GOOGL on this.
Equity markets had been hot. Real hot, going into this week's FOMC policy decision. Still no China trade deal.
You may recall that TME, the Chinese Music streaming business that IPO'd last December, while not a trade related play, certainly would be a Chinese growth play.
I would expect some tough sledding over the next day or two ahead of Wednesday's FOMC policy meeting.
Of course everything is not all gummy bears and sunflowers. I am an old fashioned balance sheet kind of investor.
This recent oil price surge in price is not over, and not priced in. Here is how I am playing it.