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Markets were relatively quiet with attention focused upon increased lockdown measures, overshadowing vaccine optimism. ...

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...

Bloomberg writes all the physical assets owned by all the companies in the S & P 500, all the cars and office building and factories and merchandise, if sold would generate less than ...

Yesterday was a momentous day. The Japanese Nikkei finally broached its previous peak achieved in December 1989. For those who do not recall, during the late 1980s Japan was ...

There has been little attention focused upon Apple’s 20% or $500 billion decline from its September 2 high, perhaps the result the company is trading around its August 1 levels. Apple is still ...

One could not have envisioned 2020. Many are now recognizing the massive amount of monies that are concentrated in a few names, perhaps the result that every trade other than indexing has ...

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...

Yesterday I commented about the massive outperformance of technology which started in earnest in 2016. According to Bloomberg the ten years of tech outperformance is the longest stretch in history with concentrations exceeding the manic 2000 apex. ...