The coronavirus is just a spanner in the works that proves how weak the system really is.
Let's get a little more clarity on the larger-picture outcomes of the coronavirus before we declare it time to go on a stock shopping spree.
Beijing is allowing banks to relax lending standards, which could mask many nonperforming loans while problem borrowing rises as high as 13.3% of Chinese debt.
Stay focused on price action and watch for signals that there is a shift in the character of the action.
With central banks cutting rates aggressively and China and the U.S. pumping even more liquidity, be careful of being too bearish.
There are plenty of factual reasons for concern right now, but shorting this market is like standing in front of a freight train. Do so at your own peril.
You have to be fluid and dynamic, and get in the head of the sellers of these stocks. And then you have to see what they give you.
Fed repo policy changes confirm that external issues are having only a small impact on U.S. economic performance.
Investors shouldn't automatically assume that all travel and leisure stocks will be hard hit by the Coronavirus.
Updates on the virus are causing another pullback. The question is whether this will lead to a deeper pullback or just another chance to buy the dip.