Dark and Early

Monday – February 24, 2020

Market opens sharply lower in the wake of the accelerated cases of coronavirus beyond China. The S&P fell 100 points. The Dow fell nearly 1,000 points. The Tech-heavy NAS is feeling the most pain, down…
February 24, 2020
Weekly TGIF

What Lies Beneath

Fear is back in the Market, triggered again by the coronavirus spread. The media will certainly cite this explanation over the weekend. However, a sell-off was way, way overdue after an almost reckless rally the…
February 21, 2020
Dark and Early

Tuesday – February 18, 2020

Market opens lower to start the new week. Apple guided lower, stating the impact of the coronavirus has hurt its ability to manufacture products and has hampered demand in Asia. Apple is the first company…
February 18, 2020
Weekly TGIF

The American President

The President of the United States is generally considered the most powerful person on the planet. It's been so since World War II. These days, the American Presidency gets more publicity than pretty much anything…
February 14, 2020
Dark and Early

Monday – February 10, 2020

Market opens lower as the Coronavirus death toll surpassed the SARS outbreak amidst predictions the number of cases will rise before peaking in mid-late February. 97 more people died in China yesterday. The Press discussed…
February 10, 2020
Weekly TGIF

Fear, Greed and Blow-off Tops

I find myself writing to you for the second consecutive Friday that brought sharp declines for stocks. These Friday declines bookended a massive rally, which sent the S&P 500 to fresh, all-time highs. It hasn't…
February 7, 2020
Weekly TGIF

Old MacDonald Had a Lab

Plant-based meat has been all the rage of late, with Beyond Meat and the Impossible Burger hitting the fast food circuit. It's not just vegetarians eating them either. Veggie burgers are not new, they've been…
January 24, 2020
Dark and Early

Tuesday – January 21, 2020

Market opens in the red to begin the holiday-shortened week. Earnings Season begins week 2 with expectations on the rise for solid reports. The fear of the virus spread from China seems to be weighing…
January 21, 2020
Weekly TGIF

Prudent Principles

"Wall Street has a few prudent principles; the trouble is that they are always forgotten when they are needed most." - Benjamin Graham For those who have not heard of Benjamin Graham (1894-1976), he has…
January 17, 2020