14 Nov 2020

Vaccine Or Not, Fed Chair Powell All But Promises Continued Easy Money

by | posted in: Credit, Economy, Equities, Technicals | 0

Easy money is here to stay. That was pretty much the message Chair Powell delivered this week. The US economy is up to the gills in leverage. A sustained rise in interest rates will hurt. The Fed will try to … Continued

11 Nov 2020

In Post-Pfizer Growth-To-Value Shift, Russell 2000 Benefits Immensely — ’21 Earnings Estimates Front And Center

by | posted in: Economy, Equities, Technicals | 0

The Russell 2000 rallied huge the last seven sessions, as post-Pfizer news in particular investors have rerated value versus growth. With this, next year’s earnings estimates are front and center. Small-cap stocks have delivered big gains for investors November-to-date. With … Continued