The proverbial “stay at home trade” is thriving even following encouraging news on a potential virus vaccine. There are now over 130 vaccines in the development process and 17 are in late stage testing with some ...

Even with Friday’s nominally disappointing economic data, the meteoric rise in the Citicorp Economic Surprise Index is not challenged. In almost every dimension, data, earnings, etc. have...

June’s retail sales greatly exceeded expectations, rising 7.5% from May. A year over year measure of retail sales climbed 1.1% in June according to the Commerce Department. This is ...

The increase in coronavirus cases is dominating headlines. Can I suggest the fight as to who first receives the vaccine becomes more explosive than the increase in cases and even more ...

The technology heavyweights continued their relentless advance, shattering any remaining illusions about the significance of security research. It is obvious the pathway to massive over performance is...

In my view the relentless rally in companies considered to be havens from the virus is now at manic proportions. Ownership is crowded and valuations are so ...

Welcome to the second half of 2020. During the first six months, the markets were faced with an impeachment, a pandemic, an economic calamity, civil unrest and perhaps the commencement of ...

Equities rose after better than estimated economic data offset concern over an increase in coronavirus cases. US pending home sales posted a record gain, exceeding ...