This is an unusual environment to say the least. The market is looking ahead to the highest GDP growth in decades as vaccines end the lockdowns and restrictions. And forecasts continue to rise. At the same time, trillions in government stimulus will flood the...
A Superstar in a Financial Megatrend
This is a wild market. Yesterday’s perennial losers are today’s big winners. At the same time, long dominant technology stocks are taking a beating. Cyclical or open-up stocks are on fire, and for good reason.
The U.S. economy has exceeded...
Profit from the Resurgence of the Banks
The vaccine is changing everything. Stocks that had been left for dead by the market recovery are springing back to life and leading the market higher.
A coronavirus vaccine could end the pandemic and usher in a full in...
The Promised Land Awaits
It has been an amazing week in the market. Events have transpired to leave the market approaching all-time historic highs. And it may be just the beginning.
In the past weeks and months there were two major risks holding the market the...
Amidst the Uncertainty, Bank on the Aging Population
It’s certainly been a weird year. In fact, it’s probably the craziest year I’ve ever lived through. And it’s not over yet.
No one could have predicted a pandemic would sweep the globe and crash the economy. a..
You Can Bank on an Aging Population
What a spectacular market. The pandemic and economic crash was apparently just a temporary diversion for the stock market. The indexes are right back to nosebleed territory.
The S&P 500 is now within bad breath distance of the record...
The Pandemic Creates a High-Yielding Superstar
It’s time to look beyond the market disruptions and personal nuisances caused by this pandemic. It will go away sooner or later, and headlines will obsess with something else. But the ordeal of the lockdown and virus may to...
A Cheap Price and a Safe, High-Yield
These are humbling times for market prognosticators. Who saw the coronavirus coming? Who saw the market surging 47% from the lows in late March?
The last several months have beautifully exemplified why no one can predict the market the...