Led by the mega sized technologies, equities stumbled again Friday on concern over escalating trade tensions and worries the recovery has stalled. Gold is over $1,900 for the first time since ...
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 ...
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...
Technology companies comprise a record 23% of the S & P 500. However, a strong argument can be made that tech comprises over 50% of this marquee average if the descriptive nomenclature is ...
Is a new theme arising? For many years market participants have been rationalizing the valuations of profitless companies. Was We Work the proverbial straw that broke the camel’s back? ...
The fourth Democratic debate produced nothing of significance as the candidates continue to map out their very progressive agenda. As I commented yesterday, I do not think the country is this far left and I again ask is how will the candidates switch their...
The S & P 500 slid for the fourth time in five sessions. Equities were initially flat with attention focused on the impeachment drama until the announcement that the US is unlikely to extend a waiver allowing American firms to supply China’s Huawei Technologies....
Was the attack on the Saudi Arabian oil processing plant a proverbial game changer along the same lines of 9/11? It is now thought it was the Iranians who orchestrated the event that shuddered about 50% of the Kingdom’s and 5% of the world’s...
Barron’s wrote yesterday US technology firms are and will continue to bear the grunt of the trade war. In my view this is just the acknowledgment of the obvious given the current supply chains and methods of production for ...