Category: Morning Thoughts

  • May 20, 2020
    Things you need to know: The haters try to kill the Moderna story – follow the money The questions cause…
  • May 19, 2020
    Things you need to know: Moderna announces phase 1 trial results and scores big The algos go wild taking stocks…
  • May 18, 2020
    Things you need to know: Markets surging around the world as infections are NOT increasing significantly as we re-open. Fed…
  • May 15, 2020
    Things you need to know: Markets bucked the trend lower to turn positive on a technical rebound yesterday It’s Friday…
  • May 14, 2020
    Things you need to know: ‘Legendary Investors’ Druckenmiller/Tepper go bearish – talking their books Powell adds insight but not new…
  • May 13, 2020
    Things you need to know: Dr. Fauci throws cold water on the market Fed speak is caught between zero and…
  • May 12, 2020
    Things you need to know: Market remains in a holding pattern – up or down very slightly as we wait…
  • May 11, 2020
    Things you need to know: Markets begin the week cautiously – Disney reopens Shanghai park Countries beginning to awaken –…
  • May 8, 2020
    Things you need to know: The macro news gets worse – yet the Nasdaq goes positive on the year US/China…
  • May 7, 2020
    Things you need to know: Bank Of England holds rates steady Eurozone finance minister warns of a “recession of historic…

Morning Thoughts