I don't want to overreact to a single month, markets are looking past it, but carefully watch other indicators as well.
Hedge your longs with shorts on companies whose business is quite literally drying up.
It is far more important to find the individual stocks that are working than to be caught up in macroeconomic predictions.
Don't be lulled into thinking that bankruptcies are low. And there's no one there to stem them when the eviction notices slam the country.
OPEC and its members have a bit of a dilemma as each country has its own government spending and deficit considerations.
The fact is that business in whole areas of the economy remain very strong despite what you heard about ZM this morning.
Beyond the impacts of the pandemic, the political environment and its impact on potential policy have taken center stage.
I can easily see a 5%-10% pullback over the next few months with a larger drop possible.
The alliance is too scared to do what really needs to be done to get this market sorted, once and for all, the great reset.
Basically, I think we laid out enough reasons for financial markets to revolt, yet they did not.
I see almost nothing here not to like, and it shows plenty of signs that the labor market is actually gaining steam.
Here's to the removal of uncertainty -- and thousands of campaign signs on thousands of lawns in my neighborhood.
Most of the media's attention is on the presidential race. However, that isn't what has been moving the bond market in recent weeks.
The 'work from home' or 'economic lockdown' trade is close to being back on.
Plus, a quick look at Southwest Airlines and why it remains the one airline to own.
China is on track to be the only major economy to register growth for full-year 2020.
Portfolio managers are starting to see a very strong 2021 for markets and the economy regardless of electoral results.
Things will pick up quickly as a variety of sectors start to report providing a better sense of overall expectations.
Plus, we check in on Peloton and Datadog and the Nasdaq Composite Index.
What stocks do from here will, beyond electoral risk and potential stimulus, rely upon fourth quarter guidance.
Shares were up and the yuan posted its largest one-day gain since the end of a U.S. dollar peg.
Liquidity combined with a 'Climb the Wall of Worry' is a very powerful force that is likely to persist.
Despite a headline miss, underlying details indicate there's a lot to like in this report.
What does it all mean?
There are reasons why equities have done well over the last week other than the rising prospects of a Biden victory next month.
Plus, quick looks at the presidential line of succession and at ongoing foot-dragging in Congress.
While known for a couple of big crashes, October is often a transitional month for the market.
Markets now look to Treasury Secretary Mnuchin and Speaker Pelosi to do something.
There's huge potential for a spike in volatility.
As gold and silver tick lower and lower, investors are eagerly watching their charts to give them a clue that will never happen.