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Herd immunity coming?

A February 18th article in the Wall Street Journal opined that we will have “Herd immunity” by April of this year.  That would be really good news! What is the data on Covid infection rates? What is the data on the current market? See this week’s...

Did you know?

Did you know that the S&P 500, the Nasdaq and the Russell put in new record highs last week? I didn’t see that mentioned in any news story.  I guess they were busy . . . Lot’s of news to cover.  Check out this week’s update and analysis and my...

Here’s What We Know

In the midst of great uncertainty, there are some things that we know for sure. And, there are of course, some things that we don’t know. In this week’s video update, I walk through what we do know and how we can apply that to our trading. I know this...

Bounce Back or Bust

Last week, the major indexes were weak, pulling back from record highs. No surprise right?  We are in a major pandemic, we have a contested presidential election, the senate hangs in the balance, small businesses are cratering, and unemployment is high.  And market...

I have some questions

Here is my number one question: “What justifies the S&P 500 P/E ratio being 44% above its historic mean?” Seems like a reasonable question.  In this week’s update, I venture into a little bit of fundamental analysis.  Weird, I know, for a...