The textbooks tell us if you print money excessively inflation picks up, causing the economy to stagnate when interest rates rise, while financial assets fall in value and hard assets perform strongly. Market in a Minute 2021-2-16
Read BlogThe markets are now hitting a short-term overbought condition from being oversold about 10 days ago. That is a very quick recovery, we did expect it to occur but not this fast. Market in a Minute 2021-2-9
Read BlogWe like to focus on earnings, the growth of earnings and valuations, real fundamental issues, however, there have been so many other factors that are coming into play and could have significant consequences for the market. Market in a Minute 2021-2-2
Read BlogThe markets on Monday morning looked horrible with the futures down big even with another $900 billion aid package passed by Congress. The fear in the market centered around the side-effects of the vaccine. That made no sense. The market did come back considerably. Market in a Minute 2020-12-22
Read BlogThe market is at an interesting point, value and small cap have performed incredibly well during November, driven by the economic opening up theme, the announcements of the vaccines, and the election results with a split government. To continue reading click below: Market in a Minute 2020-12-1
Read BlogWe have a great mix of generally small emerging drug or biotechnology companies in the portfolio. This strategy is very interesting as a long-term allocation in an overall portfolio. If the companies in the portfolio execute, by getting their drugs approved by the FDA, each stock has very significant upside. PVG – Emerging Healthcare Monthly…
Read BlogTreasury Secretary Steven Mnuchin announced the remaining balance of approximately $455 billion earmarked for the Federal Reserve as part of the stimulus plan would need to be returned to the Treasury by 12/31/2020. To continue reading click below: Market in a Minute 2020-11-24
Read BlogThe market is changing rapidly. The Pfizer vaccine last week has been the catalyst for a massive rotation, along with the relief of no Blue Wave (the republicans holding the Senate), and the potential for a significant stimulus bill. Now we have another vaccine from Moderna that looks to be slightly better. It appears by…
Read BlogFinally, some of the election is behind us. The market likes the divided government, with the Senate being controlled by the Republicans, this blocks the Biden tax increase and other potential policies that would hurt businesses. To continue reading click below: Market in a Minute
Read BlogTo say this is an important week for the market is an understatement. The event that is of most importance for the markets is the election and control of congress. The reason this is the case is it appears the Democrats seem to have swung so far left that their policies, if enacted, would have…
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