• So many roads ahead…

    December 11, 2017

    Which road will Alabama take on Tuesday? Which road will the FOMC take on Wednesday? Which road will Congress go down as they have many decisions to make on the Tax Bill? As the stock market looks to wind up for its often ‘Santa Clause’ rally in the second half of December, there are some big items that are about to be decided on.

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  • Rotation Time

    December 4, 2017

    With Tax Reform looking close to passing last week, the investing world quickly grabbed its tax trade crib notes and got busy rotating. I was surprised that the Fiscal Hawks capitulated so quickly, but it appeared that the urgency to get anything done in 2017 trumped throwing an extra trillion of debt onto the kids and grandkids.

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  • Take a stance

    November 27, 2017

    I always felt that stock trading around the holidays revealed true conviction in the market. Those who wanted to buy or sell something participated and moved prices, while those who didn’t have a bias took the days off and avoided calling in or checking their iPhone.

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  • Go Long Food Coma

    November 20, 2017

    The market will be in a food coma all week. Congress is gone until month-end, earnings releases will be few and volumes will grind to a crawl. Cooking plans and holiday shopping lists will get most of Wall Street’s attention this week.

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  • A bit more challenging...

    November 13, 2017

    The stroll into solid year-end performance numbers just became a bit more challenging. While the markets continue to hope for signs of corporate tax relief, those plans may have been dramatically altered last week. First, the Senate released their tax work showing a delay in corporate income tax cuts until 2019 which was not welcome news.

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