The US is now conducting around 400,000 tests per day, and that might be enough to allow test-and-trace in some…
Continue ReadingDan Celia: Markets Will Remain Uncertain All Year
PHILADELPHIA—Nationally syndicated host and biblical investing authority Dan Celia is giving his take today on why investors and analysts shouldn’t expect much…
Continue ReadingWhitney Tilson “I’m holding 35% in cash”
Whitney Tilson’s email to investors discussing why he is steadily becoming more cautious; U.S. stocks really are expensive; we’re not…
Continue ReadingEnergy expenditures as a percentage of PCE at All Time Low
Note: Back in early 2016, I noted that energy expenditures as a percentage of PCE had hit an all time…
Continue ReadingSeasonality Prefers Health Care over Financials in June
In this week’s episode of Sector Spotlight (Tuesday 10.30-11.00am ET) I ran out of time to review outstanding pair-trades so…
Continue ReadingMaking the Most of Alternative Data Sources
With so many alternative data sources on the market, it can be tempting for users to overbuy and horde, however,…
Continue ReadingWhat Is The Status Of Remote Work In The US Right Now?
The future of the American workplace is unclear. It has been estimated that on March 27 2020, 16 million “knowledge…
Continue ReadingFannie Mae’s release from conservatorship progresses
The date of Fannie Mae‘s conservatorship release has long been a topic of interest, and it’s become even more so…
Continue ReadingAmerican Pie
Dear fellow investors, One of my favorite songs of all time is Don McClean’s 1971 hit, American Pie. He tells…
Continue ReadingCrude Oil Price Hit Another Almost Three-Month High
The major indices are mixed and flat midday following a relatively quiet and bullish overnight session. Several key Asian and…
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