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Notes and Thoughts for December 10th, 2020

Global stock markets, almost every single one, have been hitting on all cylinders lately.  In fact, some of the best recent performance has been in areas of the market – cyclicals like energy and financial services – that have not…

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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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