Welcome to 2021! 2020 was the year of Black Swan Events. Will 2021 be the inverse? Will normalcy return, defined as established benchmarks again become relevant?...

04 January, 2021

Equities were mixed as optimism over a COVID relief bill was tempered by the emergence of a new variant of the virus and a slew of lockdown and travel curbs to contain it. Technology led at ...

23 December, 2020

Some have opined Tesla could be the greatest example of “buy on rumor and sell on fact.” As widely known, TSLA has surged almost 75% since mid-November when it was announced that it ...

22 December, 2020

Approximately nine months ago the Fed flooded the financial system with $5 trillion, an amount that could be levered to $50 trillion to provide liquidity to the frozen bond market. Contrary to the ...

21 December, 2020

Can a case be made this holiday season marks the birth of another era? According to government officials, the vaccination rate will sharply accelerate. Two weeks ago, government was ...

17 December, 2020

Yesterday was a unique day, defined as the early day expectations did not occur. Mega sized tech rallied even as the EU is threatening to fine up to 10% of annual revenue if they don’t ...

15 December, 2020

As I mentioned, the capitalization of recent IPOs far exceeds the total capitalization of the leaders in their respected industries, an environment which at best suggests many years of ...

14 December, 2020