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Daily Wrap - Risks Ahead and Changing Views on Leadership Dynamics

This was going to be the Afternoon Update, but I think we’ll call it the Daily Wrap. Last week Small Caps were the winner, gaining +1.3% on the week and +5.85% over the last 2 weeks as Small Caps made an effort to seemingly rotate in. By way of comparison, last week Nasda-100 lagged with […]Read More »

Weekend Stock Market Video Update

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Election Night Update

9:51 p.m. ET Looking at asset classes, the moves tonight are very positive for Trump. Of course it will be a long night and a lot will change, but I saw a big move in markets when Decision Desk HQ is projecting that Trump is to win battleground state, North Carolina. The long bond sank. […]Read More »

Strange Signals Are Back

After a pretty much flat week last week, this week all of the averages gained a similar amount. The S&P gained +1.1% , DJIA +1.1%, Transports +2.2%, Nasdaq-100 +1.2%, and Small Caps +0.55%. Small Caps rebounded +2% today due to short covering and gains in Regional Banks (+3.45%)  to get them green on the week. […]Read More »

Latest Stock Market Video Update: What I Like To Buy in Q4' Reflation (Stagflation)

https://youtu.be/WIbCG_FONoURead More »

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