Long-short is a popular investing strategy that traders use to outperform the market. As the word suggests, such a strategy…
Continue ReadingNY Fed: Manufacturing: Business activity “expanded slightly” in New York State in November
From the NY Fed: Empire State Manufacturing Survey Manufacturing activity in New York State expanded only to a small degree…
Continue ReadingAt the Edge of Chaos: New Highs Suggest Easy Money Wins This Round
Despite reports of rising COVID-19 infections, global lockdowns and an evolving U.S. election situation, as I will detail below, the…
Continue ReadingNovember 15 COVID-19 Test Results
The end of the pandemic is coming, possibly by Q2 2021! Please be careful, especially over the holidays. Thanksgiving, Christmas…
Continue ReadingMortgage Rates and Ten Year Yield
With the ten year yield at 0.89%, and based on an historical relationship, 30-year rates should currently be around 3.0%.…
Continue ReadingThe End of Moore’s Law
Everything has its limits. Laws are no exception. Matthew Klein wrote about the end of Moore’s law and the effect…
Continue ReadingSector And Industry Rotation Is The Most Important Factor In Outperforming The S&P 500…..And It’s Changing
During the initial stages of the pandemic in March and April, it became quite clear to me that companies with…
Continue ReadingUS Consumer Confidence Flat, November 2020
WASHINGTON, DC – US consumer confidence, as measured by the Refinitiv/Ipsos Primary Consumer Sentiment Index, is at 52.5 for November…
Continue ReadingAnother Double!
Another EV stock just made another double! The industry group is on fire! As they continue to surge, lots of…
Continue ReadingLogica Capital October 2020 Commentary: Volatility Events
Logica Capital commentary for the month ended October 30, 2020, discussing the 2020 volatility events. Get The Full Series in…
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