MorningWord

Back on Feb 24th when the world was a very different place, Warren Buffett had the following to say regarding Bank stocks to CNBC’s Becky Quick:   Despite reducing its position in the 4th quarter …

In Friday’s post (May She Will Stay) I had a brief mention of the administration’s increasingly aggressive rhetoric with China, despite its earlier routine praise of President Xi’s handling of China’s handling of the COVID-19: …

In Q1 of this year, the mouthpiece of our Federal government was in total denial, at least to its citizenry that our country would be faced with one of the most severe health and economic …

Just as its imperative in trading to review both winners and losers, it is also so in punditry. In January and early February I was wrong on the direction of the stock market for the …

The S&P 500 (SPX) is up nearly 30% from its March 23rd lows, but down only 12% on the year and down only 16% from its all-time highs made on February 19th. Regular readers, Fast …

A few weeks ago in this space, with earning seasons upon us, in the midst of the most unprecedented health and economic crisis in possibly a century, the narrative among the stock market pundit class …

Over the weekend there were a few stories that caught my eye reinforcing my belief that the stock market’s 30% rally from the March 23rd low does not confirm the economic realities that exist for …

Yesterday I Tweeted the following regarding the divergence in mega-cap tech, specifically MAGA (MSFT, AAPL, GOOGL & AMZN) and the XLF, the etf that tracks the bank stocks The Bifurcation of MAGA (MSFT, AAPL, GOOGL, …

Earlier on CNBC’s Squawk Box IACI’s Chairman Barry Diller called the current economic landscape “cataclysmic”. He went on to talk about the speed in which our society returns to normalcy, he calmly that “EVERYONE needs …

Pre-Coronavirus, April 15th in America was a sort of dreaded day, a mad rush to get your taxes filed… with no shortage of snarky repeatings of the phrase… “the only certainty in life… is death… …