Does it not make sense to create a separate portfolio made up of equities that will benefit -- as sick as that sounds -- when an area needs to rebuild?
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.
Many see the Fed as done for the year. Never assume. Read the words as they are written.
I think we can all agree that there will be no increase made to the Fed Funds Rate today.
What we have seen of late from a number of chip producers really might be interpreted as pre-recessionary.
The marketplace will react to this week's China, U.S. trade talks in a huge way.
China's central bank announced a bill swap mechanism late Thursday aimed at slowing down the nation's economic slowdown.
Replacing fear with pragmatism, that is our goal.
Keeping an eye on the Senate shutdown vote and any trade discussion today, and watching key support levels on the SPX.
It's centered around a few themed negatives, all forcing their own various uncertainties into free market price discovery.