With the ten year yield at 0.89%, and based on an historical relationship, 30-year rates should currently be around 3.0%.…
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The 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…
Continue ReadingBonhoeffer Fund 3Q20 Commentary – Case Study: MMA Capital (MMAC)
Bonhoeffer Fund commentary for the third quarter ended October 30, 2020, providing a case study on MMA Capital Holdings Inc…
Continue ReadingNovember 14 COVID-19 Test Results; Record Hospitalizations
The end of the pandemic is coming, possibly by Q2 2021! Please be careful, especially over the holidays. Thanksgiving, Christmas…
Continue ReadingInsider tips for bagging the best deals for Black Friday 2020
With Black Friday fast approaching, Currys PC World has released their Insiders Guide to Black Friday 2020, which is packed…
Continue ReadingSchedule for Week of November 15, 2020
The key economic reports this week are October Retail Sales, Housing Starts and Existing Home Sales. For manufacturing, October industrial…
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