It appears more bulge bracket firms are publicly recognizing the massive valuation differences between the mega sized tech companies that dominate the indices and the ...
For many years I titled these remarks “Early Morning Commentary,” a commentary as to how I view of the socio economic and geopolitical issues facing the markets and the economy. I am flattered by the ...
Will the events in Washington impact the markets? Recent happenings far exceed any Netflix mini series.. The potential ramifications far exceed anything that one can...
Equities advanced on vaccine optimism. Markets were also cheered by the stronger than expected growth in China and India. The dollar extended its slide to a more than a...
Commodity Trading Advisors (CTAs), or managers that typically make money by riding trends in financial futures, are the next systemic “no risk” trading program that is now ...
Many are asking is this rotation from growth to value real? The rotation commenced on Monday November 9 with Pfizer’s COVID vaccine announcement. In two days, according to Goldman Sachs...
Bloomberg quantified the velocity of change that occurred last Monday and Tuesday in the rotation from growth to value. Bloomberg stated “the quant shock that never could ...
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...
In my view the market had little reaction to what Bloomberg writes “is the most significant monopoly case filed in the US in perhaps 100 years.” The US Justice Department is poised to...
The WSJ wrote “technology companies are set to end the year with their greatest share of the stock market yet, topping the dot-com era peak.” The Journal stated that companies involved in ...