With the bottom appearing to be in, there's nowhere to go but up.
And that should be good for the liquidity markets.
Any new stimulus must only target economic recovery.
Company fundamentals far more important now than macro analysis.
Much is to be determined, but e-commerce facilities, RV parks and suburbs are well positioned.
But there is a sharp dividing line between the winners and losers.
The virus and unemployment rate will dictate consumer behavior. Plus human nature.
Being in the right stocks starting to matter more than being in stocks.
The news is dismal, but stocks appear to be looking past it to a potential rebound in the year's second half.
As troubling data pours forth, the pain trade is to the upside.
Data over the next few weeks and months will be ugly, but better times lie ahead.
Companies that continuously innovate should continue to lead.
That the Fed has been adjusting its policy action is impressive and important.
GDP fell 4.8% in the first quarter, but expect economic growth by the third.
The FOMC statement reiterated it will not hold anything back to aid the economy.
As Linda settles in at home, she ponders if we're getting ahead of ourselves.
With market likely stuck in trading range, finding winners & losers becomes key.
Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.
A pullback is not unusual after a strong rally.
We see through this technical recession to a sharp recovery in the second half of 2020 and beyond.
As bad as it may seem, history suggests better days and opportunities lie ahead.
New OPEC and Russia reductions should raise prices, but demand must rise to stabilize the market.
Unprecedented stimulus is putting some investors' minds at ease.
And returns to secular bull uptrend as investors see light at end of tunnel.
We're in somewhat of a holding pattern as we await clarity ... and opportunity
As she adjusts to working from home, Linda wonders what happens when all the bills come due.
The disastrous March jobs report didn't even factor in the terrible last two weeks.
With so much still unknown, it seems too early to call a market bottom.
Bottoming process continues.
Social distancing certainly seems necessary but it comes at a steep near-term price.
Primary dealers and the short end of the commercial paper market are the latest to get support.
Coronavirus and possible Sanders victory are washing out the "weak hands."
The Fed must decide, on its own, if the coronavirus outbreak qualifies as such.
The week started just fine in North Carolina...then I came back late Thursday.
The real upside, Steve Auth says, could come post-election.
Measured from October to January, holiday retail sales impressed.
What industry money managers are thinking about stocks and the economy as a new year gets underway.