Kratos Defense & Security Solutions, Inc. (KTOS)

Plus, a closer look at a tough Thursday for equities and a rundown on the stocks the author is accumulating.

Nancy Pelosi and Mitch McConnell have plenty more up their sleeves. The appearance of having gained the upper hand is more important to them than your P/L ratio.

While all cyclical equity sectors did well, last week's push into more economically sensitive equities was indeed led by the energy sector.

The U.S. evacuation of Kabul is not really a market story, but it is deeply embarrassing, and an obvious weight upon sentiment.

Doesn't the Fed now have to taper asset purchases simply to avoid becoming an even greater force in these markets?

The president's plans to raise taxes aren't a surprise, but hiking the capital gains rate significantly isn't such a hot idea.

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.