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Notes and Thoughts for November 6th, 2020

A “Blue Wave” trade developed over the past two weeks in which investors bought stocks that would theoretically benefit from a potential $5-6 trillion dollar infrastructure spending and stimulus bill (which Democrats have been pushing for).  This put a strong…

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Market Update for September 18th, 2019

Thoughts ahead of this week’s Federal Reserve meeting: Investors expect that the Federal Reserve will ease 25 basis points. This time there is very little expectation that a stock rally will follow.  There might be one if the Fed unexpectedly…

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