Eli Lilly and Company (LLY)

This is my fifth worst performing position in a book that contains 62 open positions.

Here's the kind I like to buy -- and the vetted stocks that you can play on 'good' risk.

One of the scary stories deals with what could happen if there was coordinated gaming of the U.S. dollar.

There was a period before the time of commoditization where individual elan and corporate dominance meant something. And that's back.

As power has changed hands in the White House, we can expect these names -- and themes -- to benefit.

A potential breakthrough in Alzheimer's. A new device for blood pressure. More vaccines. These are opportunities to cheer in a time of turmoil.

Let's review the charts and indicators.

An executive order says U.S. purchases of military-linked Chinese companies must stop by January 11, including three of the world's top-20 telecoms.

Let's compare several dividend increases in time for the holidays -- and see who wins the 'derby.'

Most important come Inauguration Day is the seamless transition of leadership over 'Operation Warp Speed'.

Equity markets have run wild since Oct. 30, and it is the more economically sensitive indices that have really taken flight.

Basically, I think we laid out enough reasons for financial markets to revolt, yet they did not.

These calls are way too cheap.

I am flat LLY for now. Let's see how the shares behave around the technicals. Then we'll make an equity decision.

Just how many markets are there? We used to say 'the market' was up or down by so many points. No more.

Right now, the market is furiously trying to price in a Blue Wave, and the health care sector is getting clobbered. But here's how I think things play out.

The 'work from home' or 'economic lockdown' trade is close to being back on.

This is a major earnings week, electoral risk is real, the virus is already slowing velocity, and the cavalry (fiscal policy) is not coming. Sometimes, circling the wagons is not the worst idea.

Portfolio managers are starting to see a very strong 2021 for markets and the economy regardless of electoral results.

Markets have certainly recovered nicely off of the lows of late September. Now, here in mid-October, it feels like it did that cold night back in 1980-something. The wolves are visible and noisy.

Covid itself, and therapeutics or vaccines associated with taking on the SARS-CoV-2 coronavirus, is under a public microscope.

Market participants ignore negative news and continue to pursue individual stocks into earnings season.

Given the news of the day, you'd think we would have had a violent pullback -- instead here's what we got.

Some patterns reveal themselves easily, and you can spot them ahead of the computer programs. Here are examples of them, and how to act.

Let's talk about what's happening right now to get this thing under control and what it will look like not that long from now.

What stocks do from here will, beyond electoral risk and potential stimulus, rely upon fourth quarter guidance.

Invest either because of their profitable portfolio, their impressive pipeline, or their technical set-up.

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