Go with the banks. They are cheap and we learned this week with that big move up in rates, they will too.
The biggest positive that's going on right now is that there continues to be a focus on individual stocks.
Plus, a quick look at Southwest Airlines and why it remains the one airline to own.
The market keeps rallying on the possibility of a deal, despite the hurdles.
You cannot know for sure what will happen on Nov. 3 -- or in the weeks after -- so here's what to do instead of guessing.
Market players don't want to be aggressive or have large exposure until we see greater election clarity.
The big issue looming over the market isn't earnings or stimulus but whether the election is going to be as chaotic as many fear.
Everyone seems to be pricing in a Biden win and stimulus passing -- while shorting the dollar and eyeing the recovery basket. But they could get 'scared.'
There are no signs that a major market reversal is about to begin.
I expect the indices will jump around again soon on news about fiscal stimulus.