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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...

I do not think it is an understatement to write the next two months might be one of the most contentious Presidential election season in decades. Drama will be great as COVID 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 ...

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 ...