• The Downhill

    January 25, 2021

    COVID-19 datapoints for the U.S. have peaked and are now going to accelerate to the downside. We are past the holiday gathering spike and the vaccine rollout is occurring at a one million plus per day injection rate. This will accelerate towards two million as new vaccines get approved and manufacturing ramps up.

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  • The Handoff

    January 19, 2021

    It would be a tough position to be short the U.S. markets going into this new Administration. The Federal Reserve, U.S. Treasury, and now a more unified Congress have the economy’s back. While rotations inside the market may pause the major market indexes as cyclical sectors take the batons from defensive and growth sectors, it is difficult to make a case for a significant correction right now.

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  • Sit, Stop and Read...

    January 11, 2021

    Never in my life had I read that much news, research and content in one week. Probably not even during college. So much processing of information on Georgia election results, the events in Washington D.C., a string of much better earnings pre-announcements and the financial markets digestion and recalibration of everything as it occurred. I thank my eyeballs for being able to keep up.

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  • Happy Twenty Twenty-One

    January 4, 2021

    There were more cars on the road and in the parking garage today. I even had a person join me in the elevator! I can’t even remember the last time I rode the elevator with another human being. Hopefully, she enjoyed my humming of the Bee-Gees, but I’m guessing that I had better put a volume filter on that in the future.

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  • Top Shelf on Ice

    December 28, 2020

    No messing around with getting rid of 2020. The good bottles are going on ice Thursday night as we all look forward to a New Year. While it may have been a great year for stock pickers and for equity investors, it sure was a lonely one. Nine months of having the office and a 14-story building to myself was too much ‘me’ time.

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