I bet on Texas Roadhouse when it was down and made out well -- now it's time to let go.
The pandemic has reinforced the value of a safe home with a little space to work, exercise, and relax at a safe distance from neighbors.
The charts of the life sciences company suggest its stock could make a large upside move.
I do know one can be defensive, proactive, and less aggressive with risk.
The focus, I believe, will be on growth in e-commerce.
The top leaders of the Chinese Communist Party may be holding their annual seaside gathering to discuss policy. Or maybe not.
Markets are possibly fine until either growth or inflation force the Fed to change guidance on interest rates.
Good stock picking continues as market participants shrug off a host of negatives.
Commuting can return but the ex-urban movement is growing permanent... only a vaccine, and maybe not even that, can change things.
My view is that the period leading up to the November election holds a list of unique and potentially worrisome risks.