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Gaining. It is time to admit that conventional wisdom has been wrong every step of the way. In this market, patience is not a virtue discipline cluster of fortune. Buying the most obvious stock, well, that has been a strategy that was easy i struggle about how this is possible i am not used to a mark that reward investors being late to the party. We found out moderna has a vaccine that may work better than pfizer. Thats getting off the table we got uncontrol spread over america. And mayors and governors refused to shutdown the bars and restaurants. Those are the main places we are getting infe...

Futures, big corporates with news flow in particular sap. The guidance has been disappointing for that stock so were watching implications there. But a number of themes for investors as we look at the opening signals on the benchmark, investors eyeing the u. S. Trade and whether we get any progression on stimulus this week, counting down to the u. S. Election and we have tech earnings, thats a feature of the market where were seeing a kshape on markets alsotodriving the u. S. Stock market forward well eye the earnings to see if it justifies what weve seen since the start of the pandemic weve d...

You know what, there has been a persistent bid as we call it underneath this market for months, despite the virus and the unemployment it is a puzzle enigma. I am trying to figure out why people keep buying i had an epiphany last night i was going over preparations for my monthly club talk this time looking at it through the lens of the election, it is only 20 days away. You know what . Of the 32 stocks we own for the trust, fully twothirds of them would do better under a biden presidency that caught me by surprise we were trying to bail out the election honestly i have been under the assumpti...

Reportedly uncovering Quality Control concerns at eli lilly plant set to manufacture its covid antibody treatment and apple debuts the new 5g phone line speedier devices, also coming with an even heftier price tag carl, back over to you. All right jim, on the banks this morning, conversation once again about loss provisions. Also about bond trading at goldman. I dont think it is just bond trading. I think goldman did a remarkable job taking some share, which i say remarkable because imagine youre at home, zooming and taking sharefrom others. I do believe that goldmans back to its old ways whic...

We have seen the g10 space benefiting from that, especially when it comes to the pound. There are brexit negotiations starting today in brussels. So far there is possibility of progress. It looks like we are in this seeing people are are saying this is the yen buying path of least resistance. We are looking at, when it comes to commodities, the gold futures. Right now. Silver and aluminum having a big comeback. You see brent crude hovering around 42 right now. One big interview to tell you about today. We are talking about market debuts in hong kong, gto express. Here is the bond market first....