Johnson & Johnson (JNJ)

The market's catalyst had everything to do with the virus... optimism that humankind might stuff that scourge back into Pandora's box.

I want you to think about how quickly the long end of the U.S. Treasury curve is moving.

No matter what you want to call it -- there are plenty of reasons to be bullish right now.

Plus, Thursday was a solid day for nearly all sectors of the market, though Peloton Interactive pulls back after posting results.

Let's not kid ourselves that there is any longer some kind of relationship between price and value. Or fact and truth.

Buyers of the healthcare giant's shares have been more aggressive as the company pushes to launch its own Covid-19 vaccine.

Wednesday afternoon the Fed's Federal Open Market Committee will publish the central bank's first official policy statement of 2021.

I can't say when the market's B-movie will matter, but here's what I can tell you based on the indicators.

The revenue and earnings beats are nice but that's not what really got me fired up.

Will the vaccine will be a game changer? The charts are giving indications that J&J is ready to run.

As a trader who at times takes short positions, I don't know whether to stand up and applaud this group or to fear them.

With few exceptions, there isn't a stock that could bring down this market.

GE remains a cash flow based story, but I see two negatives.

What can be done? Well for one, we are going to have to be creative. Jay, and Janet, I need you both paying attention here.

These calls are a real value with earnings coming up.

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

We are going to live again. You will dance in the aisle at some concert whose performer I have never heard of, and you will cheer for your favorite team in person again.

The vaccine rollout has been bungled and the nation's in crisis, but you can either dwell on the negativity or look to ingenuity and opportunity. Here's where I see the latter.

If all goes well, JNJ could be able to immunize a billion individuals this year just by themselves.

A correction in EBS could soon set up an attractive opportunity.

This Friday several banks begin the unofficial kickoff of 'earnings season'.

As we move through Georgia and see an end in sight to Covid, we need a gut check on what stocks are really going to go the distance.

I am talking about themes that can stand the test not of today, or tomorrow, but for all of 2021 and beyond.

We have to take both the private sector and the states out of the equation, and adopt the process that wiped out Polio.

This is the time and the place to go long JNJ.

While there are certainly some things to like about AZN, I don't think this vaccine, nor the UK emergency authorization, make it investable.

I think BA returns to normal as we do, as the airlines do... but with the defense contracting business as a foundation to rely upon.

The Russell 2000 is now up 7% for December, twice the increase for the Nasdaq Composite.