|Day Low/High||449.23 / 456.18|
|52 Wk Low/High||362.90 / 466.62|
With the economy apparently growing robustly, the Fed has to watch how the president's plans play out in terms of the size and scope of deficit spending.
One of the scary stories deals with what could happen if there was coordinated gaming of the U.S. dollar.
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.
Negotiations on the next round of stimulus, more so than tension between Washington and Beijing, and more so than earnings season, will control short-term financial market performance.
And as the semiconductor sector continues to shine, Brooks Automation is a name to keep in mind.
The real takeaway for AMZN for me, and the main reason that I am even in the name on a semi-permanent basis, is AWS.
The creature from beneath your bed, or from the darkest recesses of your closet, can still spook the marketplace.
This is not necessarily something to fear, but must be understood.
All the great stocks have artificial intelligence and e-commerce in common.
U.S. stocks fluctuated on Tuesday as oil prices fell on worries over a deal among major oil-producing nations.
The shocking truth of how the latest round of stimulus under Abenomics is being spent.
The deal dynamic for the company -- and the shares -- has become materially more difficult.
Once highly dependable, the company is now a serial underperformer in its industry - and badly needs a change.
Christopher Hix has helped plenty of industrial firms turn around.
I'm interested in seeing how GE uses its $30 billion in deployable cash over the next couple years
You could throw darts at financials and health care and win.