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Robinhood or Institutions Driving Market?

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2020 In The Rearview Mirror, Looking Forward to 2021

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TSA Traffic

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Historical Unemployment vs Recessionary Periods

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Investing Is Neither Simply “Science” or “Math”

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IPO Frenzy

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Retail Sales Fall

Again, two viewpoints here. I am negative and “Davidson” more optimistc.  I have long said I viewed the “V” recovery in much of the data simply due to suppressed demand for fundamental/essential items and inventory restocking post spring/summer lockdowns.

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Lockdowns & Equity Flows

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S&P 500 Intrinsic Value Update

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Mind Over Matter

 

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Growth vs Value

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Rates Rising, Spreads Rising & US Dollar at Pre-COVID Levels

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Work From Home the New Normal?

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The Best and ONLY Cannabis Stock I own

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Employment Rises