Since 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
Read BlogThere has been a lot of Wall Street focus lately on the fact that the real rate of interest has become very negative. Real interest rates are measured by the yield on the 10-year treasury note minus the inflation rate. To continue reading click below: Market in a Minute 2020-8-11
Read BlogWe would like to introduce our firm to you. PVG Asset Management Corp. (Protection, Value, and Growth) is a tactical money manager serving investment advisors and their clients. We can be accessed through a number of custodians and advisory platforms. Our tactical strategies use a technical algorithm with the philosophy of selling quickly when a…
Read BlogLast week, a big week for earnings reports and this week will be as well. The positive earnings surprises have been much bigger surprises than usual. We did very well with Nokia (NOK), the new management team has really done a good job in expanding margins in their 5G products. To continue reading click below:…
Read BlogThe goal of the strategy is to deliver a dividend yield of between 4% and 6% on an annual basis. The current dividend yield of 5.6% is in the upper end of the range, generally a good sign of outperformance. It is also the goal for the strategy to limit declines to no more than…
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