The five best performing and worst performing stocks in the S&P 500 in the previous quarter pretty much tells the tale of the tape, so here goes.
'The Fed has just put the economy in an induced coma, attaching it on fiscal and monetary life support, hoping that when the time passes it can be brought back to life.'
Have stories about today's prices and not tomorrow's supply/demand possibilities set the stage for a rebound?
The excess inventory in oil will dry up, and the market will be forever changed. It is harsh in the short term, but could ultimately be beneficial.
We will enter a hyper inflationary world at some point. In that environment bonds and equities will move together in the same direction, and the 60-40 model will not work anymore.
Demand is collapsing from global lockdowns, just as supply is surging from all the major, battle-ready producers, who refuse to blink first amid the price war.
Dramatically slashing interest rates to zero and promising huge asset purchases are instilling fear, not confidence, in market participants.
Occidental's dividend cut should serve as a warning.
Coronavirus is the catalyst that rocked a very delicate boat, which came across an oil tornado's path. Commodities will be the biggest beneficiary of the turnaround, once it comes.
If we don't do this plan we will have a financial emergency as certain as we will have a health care one.
A bear market, if it gets us all to slow down, may be necessary to slow the coronavirus' spread -- but this doesn't mean I'm giving up. To the contrary.
We are looking to the charts in oil and gas to see what might lie ahead for these out of favor commodities.
The U.S. energy sector is the heart and soul of the U.S. economy. The next few weeks will be critical.
If we want to see this selloff end, one way to make that happen is to see a frightening drop that will shake out any remaining weak hands.
The oil company has been in a sustained downtrend and the latest news from the oil patch will not help.
Finally, some decisive policy effort to tackle Covid-19. Watch for a relief bounce in the market, but stay cautious.
In a 3-part series, Jim Cramer goes through all 30 Dow stocks to evaluate what is safe to buy and what you should sell or avoid (like the plague).
So what do you do if you own these stocks?
It is the execution at the right time in the right conditions that makes money.
It looks like oil prices and energy companies are getting hit by a 'perfect storm.'
Perhaps investors would be wise to invoke the Jim Cramer 'three day rule' where energy is concerned.
An evolving market structure, dominated by products and strategies that know everything about price and nothing about value, will now be tested.
It is time for the Administration to step up and lead the assault on Covid-19.
While a bounce could come soon, recession fears and massive uncertainty will stop a quick recovery.
This could be the end of the Kissinger/Nixon petrodollar system, which has been in place since the 1970s.
As bond yields are cratering, signifying deflation, there will be margin calls and de-risking, and the oil price and energy sector will be hit the hardest.
Become comfortable with being uncomfortable. Learn this, and you will be able to adjust to anything. Anything. I promise.
The oil giant may be best in show in an out-of-favor industry, but would-be buyers of its shares should be patient.
HollyFrontier got hit on Wednesday on a court ruling, and here's how to play it at a great price.
This is why I always say you should not pay up after a gigantic decline the day before.