If You Don't Expect Much, You Won't Be Disappointed! According to FACTSET:S&P earnings growth for Q2 2020 is for an earnings decline of -44.6%. If this in fact is reality,…
The Baltic Dry Index The Baltic Dry Index has been on a tear since the middle of May, having risen from below 500 to the current 1,823. The Baltic Dry…
Unemployment Thursday (Yes Today!) As I survey the markets:Equity markets are supported by:Positive vaccine newsStrong ISM manufacturing index in the U.S., and some other positive economic reports.Committed Central Banks and…
Tesla vs Exxon Mobil I saw a story yesterday that stated that Tesla market cap is worth more than Exxon Mobil Market Cap. Now I am not enough of an…
Busy Week Ahead! (Read time 90 sec) The first 6 months of 2020 has been, to put it mildly, eventful!Over the weekend the news of the pandemic came from everywhere:Leading…
Friday Quiz ( Read time: lots of pictures!) The weekend is upon us and the fundamental news flow is pretty well documented. Given the back and forth of the Pandemic…
Deal Off, Deal On Last night the White house trade adviser Peter Navarro informed the media that the U.S./China trade deal was “over”. This sent the market into a risk…
Re Open vs Re Close It feels to us as though the market ran out of steam last week. The more positive news regarding re opening that came after the…
Pictures Bigger Than Words (Read time 1 min, without links) As we tick closer to the Quadruple Witching Hour(https://www.investopedia.com/terms/q/quadruplewitching.asp) this afternoon in the U.S. the charts are setting up for…
Does Bolton Matter? (Read time 1.5 min) Former National Security adviser to President Trump, John Bolton is n the process of launching his book tour. Excerpts of the book are…
