The past week has seen the market rocket higher on hopes for a massive $2 trillion economic stimulus plan that would try to help consumers and businesses get through the tunnel of productivity and financial devastation that this pandemic has created.
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The economy has fallen into a recession. The official economic statistics are not at our doorsteps yet – two quarters of falling GDP – but it’s fairly obvious that American business has gone into hibernation for at least a few months.
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The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
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As financial markets begin to thaw, global leaders build consensus on how to address this pandemic, options of potential interim treatments for Covid-19 surface and the framework of economic relief starts to firm up (even though it won’t be enough), the stock market be...
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With the market down more than 30% since it peaked a month ago, it’s worth reviewing the reasons for the quick crash.
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Going Defensive
In light of today’s negative reaction to the Federal Reserve’s so-called “Emergency” rate cut to 0% on Sunday (in reality, a panic move), we are advising additional defensive adjustments to our Model Fund Portfolio, reducing allocations to Energy and Consumer Discretionary ETFs increasing...
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Well, we’re in the thick of it. New citywide, statewide and national mandates are being pronounced daily, the stock market fell dramatically, my two daughters were sent home from college, three close relatives lost jobs/projects, and one close relative is a basket case potentially...
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The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
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To say that the coronavirus has infected the stock market would be to state the obvious. Less obvious is the answer to the question; what’s the antidote?
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The good news is that the amount of cannabis intercepted along all U.S. borders has fallen by 89% since 2011, from 2.5 million pounds per year to about 270,000 pounds in 2019.
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Monday’s market downturn was a bit breathtaking. First we had a stock market that was overdue for a pullback. Then the coronavirus hit, harming the Chinese economy, which in turn harms every business that sells products and services in China and manufactures products China...
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The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
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The Big Idea
Any time you have a fragmented market where there are a lot of buyers and sellers that have a hard time getting together there is an opportunity for a software-enabled marketplace to grease the wheels of commerce.
We’ve seen this concept work emerging...
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The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
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The only news anybody seems to care about is the coronavirus. While that’s clearly a concern and not something to take lightly, I don’t think it changes the bigger picture trend that stocks are the place to be over the coming years.
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The COVID-19 problem, as it pertains to the U.S. stock markets, is compounded by the fact that the S&P 500 index had risen about 12% since October.
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The market is strong, our portfolio is full, and the prospects for the months ahead look good. Thus I continue to recommend that you be heavily invested in stocks that help you meet your investing goals.
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Regarding the here and now, we’re starting to see signals that we could have a market dip, which would be entirely normal given that it’s only had two small retreats since stocks began racing higher in September.
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Bullish, but be Discerning
It’s been another solid week for the market, with the major indexes kiting higher and, while individual stocks were a bit more mixed and news-driven, most are acting just fine.
Overall, not much has really changed from a week ago—the vast of...
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The coronavirus continues to make headlines, with this week’s victim being Apple Inc. (AAPL) which announced that 2020 revenues are going to take a hit from the work stoppages emanating from China.
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