Weekly TGIF

The re-opening of America continues to be the theme as vaccine distribution outpaces the rising caseload. It's different overseas, where lockdowns continue. America's Economy is accelerating. JP Morgan CEO Jamie Dimon started the week saying…

Something strange has been happening in the Market. The Bond Vigilantes have returned after a 4-decade hibernation. The term "Bond Vigilantes" was coined by legendary investor Ed Yardeni in the 1980s in reference to Bond…

The Stock Market opened Friday in messy fashion to close out a manic week. March Madness hit the Market. The Bond Market launched a full-court press on the Fed, which turned trading upside down. Interest…

Exactly one year ago, the World Health Organization officially declared the Coronavirus outbreak a pandemic. This was an acknowledgment of what seemed clear to many already. Tom Hanks got the virus. Walt Disney closed its…

Escalator up. Elevator down. That is the way of the Stock Market. It's an old saying. It's a long-term theme. The volatile price action can be gut-wrenching. It's certainly not everyone's favorite ride. Wouldn't it…

What a week. What a month. What a year, already. And we are only 2 months in. So much has happened. For the Stock Market, February ended basically where it started. A quick sell-off to…

Today was the anniversary of the 2020 Market top. It occurred right before the Covid Crash. So much has happened in those ensuing 12 months. The massive and relentless Stock Market rally is one of…

Whatever device you're reading this on, it's powered by semiconductors. Chances are, semiconductors drive your TV and refrigerator too. They're everywhere and inside nearly every electronic device. Remember the slogan: "Intel Inside?" It was like…

Amazon launched in the Summer of 1995, as a website that sold books. The company was formed less than a year earlier in the garage of Founder Jeff Bezos. He was 30 years old. Bezos…

Well, this was different. I can't remember a week in the Market like we just saw. I don't think it's ever before happened. Settle in for a few minutes, as I will try to make…

The winds turned in Washington with the transfer of power in the White House. The transition from 45 to 46 was beyond bumpy. As a discounting mechanism, the Market keeps looking forward. Never before has…