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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 ...

The Dow soared 2.9% and bonds tumbled after a large-scale coronavirus vaccine study delivered promising results. Unlike last week’s advance where the majority of the companies in the S & P 500...

The comparisons back to 2000 are increasing daily. A major difference between today and yesterday is the massive concentration of wealth in just a few names. The pressure to...

Markets advanced Friday as the Markit composite PMI rose further above 50 in August and adds to the evidence that the rebound in economic activity has been resilient to both the ...

The Private Sector ADP Employment Survey greatly surprised on the downside. Analysts had expected private sector jobs to increase by 1.2 million but instead only...

Second quarter GDP declined by a record 32.9%. Analysts had predicted a 35% decline. My thoughts on this nominal positive surprise…big deal. What is the ...

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 ...