From ADP: Private sector employment increased by 428,000 jobs from July to August according to the August ADP National Employment…
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Wednesday: ADP Employment
Wednesday:• At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.…
Continue ReadingSeptember 1 COVID-19 Test Results
The US is now mostly reporting over 700,000 tests per day (fewer recently). Based on the experience of other countries,…
Continue ReadingSector Spotlight: Avoid Materials in September
In this edition of Sector Spotlight, I look at last week’s rotations using daily Relative Rotation Graphs and go over the completed…
Continue ReadingAugust Vehicles Sales increased to 15.2 Million SAAR
Wards estimated light vehicle sales of 15.19 million SAAR in August 2020 (Seasonally Adjusted Annual Rate), up 4.6% from the…
Continue ReadingTilson’s “Spidey Sense Tingles” About Tesla’s Big Move
Whitney Tilson’s email to investors discussing how he has nailed the top of so many bubbles: my ‘spidey sense’; Tesla’s…
Continue ReadingThe Status Of Business Payroll Tax Deferral
The current status of business payroll tax deferral Know more about Russia than your friends: Get our free ebook on…
Continue ReadingBest August Since 1986. Now What?
This article was originally written on August 31st, 2020. Today, the SPY ended its best August performance since 1986 with…
Continue ReadingHow Did the 3 Major Market Themes for August Do?
First off, a huge thank you to Geoff Bysshe for covering for me so I could have a vacation for…
Continue ReadingTesla’s $5B Capital Raise; A Wake Up Call for the SEC?
Whitney Tilson’s email to investors discussing Tesla‘s $5B capital raise; JB Straubel’s new venture; the secret adjustment factor Tesla uses…
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