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Subs: COVID

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Subs: Day 1, A Biden Gift 

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Subs: Driving, 4th and 1 With 2 Min Left Ball at The 50…….. Treasury/FHFA Punt

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Subs: $1,150 Target

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S&P Intrinsic Value Update

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Robinhood or Institutions Driving Market?

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Subs: Open

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Subs: 64

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Subs: Next Week

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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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