The market feels heavy as the election is looming and the market is waking up to the reality, the other big issue is there is still no stimulus bill. The talk of the size of the bill is enormous, $1.8 trillion roughly or more, which is about 9% of GDP. Hard to see a bill getting…
Read BlogLast week, we mentioned the energy sector was particularly attractive given the underperformance of the sector for the year and the very negative sentiment. The sector went up a strong 6.9% last week. To continue reading: Market in a Minute 2020-10-14
Read BlogSince our last update we had a presidential debate and President Trump obviously contracted Covid-19. So, our take is it raises the political risk for the markets, you could see the swift negative reaction in the markets regarding Trump’s health. To continue reading click below: Market in a Minute 2020-10-6 …
Read BlogAs we mentioned last week in Market in a Minute, September and October seasonally can be very challenging months, almost to the day the market began to decline. Perhaps, a very obvious pullback, as both the Nasdaq and S&P 500 experienced parabolic up moves, giving us a sell signal for our technical model, the Nasdaq…
Read BlogSince September 1st the markets appeared to be rotating in a big way into the reopening stocks, or into value and out of growth. On Monday the value stocks really got punched in the nose for some reason. To continue reading click below Market in a Minute 2020-9-22
Read BlogCheckpoint Therapeutics- This is one of our bigger positions. We have known this company for a while, it was put together by a friend, Lindsay Rosenwald M.D. We recently did an update call in August and repurchased a siginificant position in the stock. Click below to continue reading: Emerging Healthcare September 2020
Read BlogAs we mentioned last week in Market in a Minute, September and October seasonally can be very challenging months, almost to the day the market began to decline. Perhaps, a very obvious pullback, as both the Nasdaq and S&P 500 experienced parabolic up moves, giving us a sell signal for our technical model, the Nasdaq…
Read BlogLast week, the RNC wrapped up their convention and the viewership were down like the DNC, our guess is the public is getting their views via another technology or perhaps the public is completely turned off by politics. To continue reading click below: Market in a Minute 2020-9-1
Read BlogDNC versus RNC, the DNC by television ratings across all four nights, the convention averaged 20.12 million viewers on the six networks. That is down by 21 percent vs. the 2016 convention’s average of 25.51 million viewers on the same six outlets. To continue reading click below: Market in a Minute 2020-8-25
Read BlogThe DNC is this week. Below is Biden’s tax plan. It is very negative for investments, corporate earnings, small business, and the energy program is completely unrealistic. As we have said numerous times the biggest risk to the markets currently is political. To continue reading click below: Market in a Minute 2020-8-18
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