01-JANUARY 19-2021

Good morning. This week marks a large number of corporate earnings.  Giants such as Intel, Netflix and Goldman Sachs, among others, will report.  These numbers will give a reasonable idea as to how the economy fared in the holiday season.  More than anything else, it’s these changing corporate earnings — and expectations of future earnings […]

01-JANUARY 12 -2021

Good morning. In an ideal world, politics and investing would be two circles in a Venn diagram that never touched.  Unfortunately, that’s not the case.  The latest victim of politics?  Social media companies, although the wound is self-inflicted.  Starting with Twitter on Friday, the de-platforming of President Donald Trump has occurred with a rapid speed […]

01-JANUARY 05-2020

Good morning. The stock market saw a classic rally in the last two months of 2020.  The end of election uncertainty and the announcement of multiple Covid-19 vaccines made the holiday season look bright. Now that it’s January – it’s clear we’re not out of the woods yet.  The United Kingdom is locking down again […]

12-DECEMBER 29-2020

Good morning. Besides taking a loss on your portfolio to reduce your total taxes, there are a few more things to do before the end of 2020 that can help lower your tax burden.  For example, the IRS is allowing a cash donation of $300 that can be deducted for those who use standard deductions […]

12-DECEMBER 22-2020

Good morning. The week of Christmas through the end of the year is dubbed the “Santa Claus Rally.”  It’s a time of good cheer, lightly rising markets, and even lighter volume as traders use up the last of their vacation days. With another round of stimulus now coming out, as well as interest rates stuck […]

12-DECEMBER 15-2020

Good morning. The Covid vaccine/stimulus narrative remains in full force.  Stocks gave up a strong early morning gain, prompted in part by news of a new bipartisan stimulus package in addition to the first officially delivered vaccine.  As it appeared that nothing would happen on the stimulus front yet again, however, we saw a drop […]

12-DECEMBER 08-2020

Good morning. The broad investment world tends to follow narratives.  That’s why we’ve been able to profit from the market’s swings on every headline on a prospective trade war over the past few years.  This year, the name of the game has been stimulus. The on-again, off-again stimulus proposals point to some kind of massive […]