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Value and small stock cap stocks outperformed for the second consecutive day as the reopening appears to be gaining momentum. Several times over the past 24 months value...

Several months ago, I opined the corona virus will morph into a political issue, stating it would be a huge abnormality if it does not given the massive impact the virus will have upon...

I believe March’s jobless data was the tip of the proverbial iceberg.  Non-farm payrolls fell by 701k.   The reference period was based on the week ending March 12 thus suggesting companies were firing workers considerably earlier than thought.  Losses were

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According to Bloomberg, for the first time since the 30-year Treasury came into existence in the 1970s, 30-year Treasury yields are now below the dividend yield for the S & P 500. For the 10-year, yields are one percentage point below the ...

The volatility in the markets is deafening. Stocks rose yesterday on stimulus hopes and the outcome of Super Tuesday. At the same time, 10-year Treasury yields fell below 1% and the dollar rose as all are waiting for other top economies to follow the Fed’s...

Bloomberg writes the almost impossible has occurred. The weighting of the energy sector in the S & P 500 fell below that of the utilities sector for the first time in history. Bloomberg further writes the PE of the utilities at almost...

The S & P has experienced its biggest four-day slump since December 2018. The 10- and 30-year Treasury yields have plunged to the lowest levels on record. As widely discussed, the coronavirus is blamed for the current rout. ...

According to Bloomberg, equities have only closed down 2.75% seven times since mid-2016. Yesterday made it the eighth time in over 800 trading sessions as all major averages declined over 3.35% on coronavirus fears, closing near ...

Yesterday Bloomberg commented about the propensity of ETFs to go long technology and short energy, a trade that I had rhetorically commented appeared to be occurring. As noted several weeks ago the capitalization of Apple is greater than the ...