These are not investable markets, yet. Wait it out, the damage is beyond a small fix now.
Dramatically slashing interest rates to zero and promising huge asset purchases are instilling fear, not confidence, in market participants.
The markets clearly do not like the message the president delivered in his talk Wednesday night on how Washington will deal with the coronavirus.
An evolving market structure, dominated by products and strategies that know everything about price and nothing about value, will now be tested.
During the Financial Crisis, the bailouts were politically toxic. Today, not providing this kind of stimulus will be politically toxic.
Right now there are two scenarios that get us to risk-on mode.
Sentiment on U.S. stocks has changed, and you need to plan accordingly.
The world is hitting the brakes on coronavirus fears.
I'll stick to the three-pronged approach... the Rebound group, the Virus group, and the Revenue group.
To survive weeks like this one with your sanity -- and portfolio value -- intact, just put a little effort into it.