This bizarre, up, up, up movement makes absolutely no sense.
My main focus right now is on stronger defense.
The S&P 500 Index Committee has work to do as it decides which companies remain in the index, and that could impact whether some remain Aristocrats.
Let's stand aside on VZ for a couple of weeks to see how things develop.
A look at the packaged foods giant and the supermarket vs. the stock market.
Adjustments people and companies have made due to the pandemic are likely to outlast the virus in some measure, and those firms that don't adapt face trouble.
Target and Walmart have become online grocery destinations, which could be an advantage even after the pandemic loses steam.
The great challenge of the market isn't identifying the things that matter but timing when they do matter.
LOW has made a rapid price recovery from the March low.
As State economies begin the slow process of reopening, the Fed is there to support market function. Facebook's latest e-commerce foray has investors cheering.