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COVID Hasn't Disappeared as a Threat to the Economy

Despite vaccinations the number of Americans contracting the virus is far greater than a year ago, which stands to impact businesses of all sorts.

Ugliness Ahead?, Debt Ceiling, Price Discovery, Fiscal Policy Trajectory

My trades? What am I doing? Maintaining not gargantuan, but elevated cash levels. Not going crazy.

A Day Never to Forget, Red-Hot Debt Market, Moderna Marches On, Biden Thumbs Up

Plus, Zscaler largely delivers for its owners with its latest results.

Get Ready for Spin City

We are entering a critical phase of the Biden administration.

If You're Looking for Normalcy on the Horizon, You Likely Won't Find It

From an inability to rein in COVID-19 to a continued struggle among employers to find enough help, the year isn't fulfilling its promise of hope.

Japanese Stocks Set to Get a Leadership Election Bounce

Japan's ruling party will elect a new leader, and therefore prime minister, by month's end, likely boosting Japanese equities even further.

Cheesecake Factory Is Off My Menu, But This Other Restaurant Stock Is Appetizing

CAKE is the most mall-dependent of all restaurant stocks, according to a recent report.

What the 'Messy' August Jobs Report Means for Investors and the Fed

This payroll result should be a reminder that just because there aren't a lot of new legal restrictions doesn't mean consumers won't change behavior.

With 'Stagflation Lite' on the Horizon, I'm Waltzing Into 2 Cheap Stocks

Despite my pessimism on the market, when the music is playing you have to dance.

Jobs Day Jolt, So-So Thursday, Manchin Is the Man, DocuSign Language

Plus, Morgan Stanley sharply lowers its third-quarter GDP expectations and Dr. Fauci provides little COVID comfort.