Let's look at the irony of the stock market -- and how astute stock picking is still rewarded.
It's remarkable to see such excitement based on totally contradictory theories and themes.
Here's why I see help on the way -- even if not right away -- and how to be positioned right now.
There are three key reasons to think next year won't be a good as this year has been for the tech giants.
The short-term story for financial markets has been all about fiscal policy. This remains true.
I don't care for Washington but I have no choice. If I only stick to stocks, I would have buried you.
It should be clear that this isn't just a matter of 'good news drives the market higher and bad news will drive it lower'.
This is what's known as a positioning week, and starting Monday you're going to hear a ton of things.
Compare this action to what happened back in February and March when the Covid crisis first started to impact the market.
Look for airline stocks, including AAL, to get a bid if there is a deal out of Washington.