Kratos Defense & Security Solutions, Inc. (KTOS)

Space used to be a black hole where investment dollars went to die. Today investors see only opportunity.

Once you recognize that growth versus value is a false dichotomy than we can figure out what's ailing so much of the market.

The main story unfolded along with the passing hours on Monday, and continues. The ending of this tale perhaps remains far from untold.

Word that the French government is locking down activity in certain regions due to a Covid re-emergence shouldn't be ignored.

We can still look forward to that always elusive 'follow through' day for the Nasdaq.

Should we care about Australia's central bank taking overtly aggressive action to reign in the long end of their yield curve? Yes, we should.

This is how you enforce portfolio allocation discipline upon yourself.

Here's how traders could play the stock now.

Aggressive selling has been going on for months.

What We Need Now? Pure and simple. Follow through. Equity markets have to follow through.

As Treasury heads for longer-dated issuance and names like PTON run higher on earnings, selloffs late in the trading day continue.

Consider these stock model ideas: virus groups, work remotely, and fiscal.

Here are a number of things that I'm watching now.

It offers exposure to unmanned aircraft systems, drones, tactical missile systems, first-responders, telecom connectivity, and is exploring commercial A.I. & agricultural applications.

BlackRock's doin' it, Microsoft's doin' it, so all traders should think about ESG-based investing.

Apparently, unless the Iranian military simply does not train on their weapons, which I do not believe, the exercise was one of saving face... for now.

What I suggest individual investors do is give their portfolios a physical. Like a visit to the doctor.

What you have is a geopolitical event that markets were not positioned for.

U.S. strategic and economic interests remain dependent upon the ability to project force and influence where ever and when ever necessary.

OPEC forecasts declining demand for OPEC oil, not a decline in global demand. That distinction is key.

Investors must understand that the narrative around trade with China has evolved as the two sides work on a 'Phase One' mini-trade deal, but this is about much more than that.

Should these impeachment proceedings linger, this will be the first time that a reelection campaign is run under such conditions, meaning that the unpredictable becomes that much more predictable.

The U.S. economy may see a real lift-off in consumer prices due to higher energy prices, even if certain sectors stand to benefit greatly -- as might the trade deficit.

The drone attacks on Saudi oil operations even could influence the Fed's thinking on inflation and rates.

Stocks to buy on this volatile global macro environment, and what needs to change to avoid a recession.

Understand that the expected Fed rate cut today is not about recent economic performance in the least.