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At their highest level ever. But the best trade may be emerging far away. The eem is far outpacing the s p 500 over the last three months a nosedive in the dollar it is at its lowest level since april 18 is it time to rotate out of the u. S. And look abroad for the next big trade, tim . It seems like it could be a rerun of creating a globe. These are dynamics we havent seen in a long time. If you look at where the dollar is if you are investing in emerging markets, the currency is at least 50 of your return profile and high yielding currency is a driver of this reality but its the turkish and ...

Headlines hit on the coronavirus. New york city is halting all inperson learning starting tomorrow it comes as the number of coronavirus cases and hospitalizations are skyrocketing nationwide. And a new all time high for s p. We have a Record Number of cases of covid in america and retailers are hitting an all time high. How can this be . The haves and havenots kudos to karen and tim target numbers were extraordinary. It should come as no surprise. Thats a name we have talked about. If you love walmart at their valuation, you have to love target at theirs walmart quarter i thought was very goo...

Despite the spike in covid cases around the Country Companies are looking to the other side of the pandemic as we make progress on a vaccine. Pfizer out today with big news it applied for fda emergency use of its vaccine and Corporate America sending signals of an all clear. Nike, merck, kohls and costco, more and more Companies Getting comfortable forecasting the future the number of big businesses issuing Forward Guidance up 30 from last quarter. Corporate america is looking to the other side is it time for investors to do the same brian kelly, what do you say well, i think it is great, firs...

The s p closed at a new all time high the dow is within 100 points of its own record airlines were up, cruise lines were up. Is the consumer back in business despite the long list of headwinds that are still out there . Brian kelly, kick it off if you look at this kshape recovery, i think part of the consumer is back in business and i think part of the consumer is stocking up again. So the real question is, as we go into the winter and cases surge, how does the consumer behave is this the last push to the time when the consumer locks down or are people going to go about their lives as usual i ...

Has the details. I just spoke with kirk over at isi i wanted his take. He said microsoft is firing on all cylinders, beating all three major categories, Strong Quarter across the commercial franchises it was better than the street was looking for. Kirk said growth is translated into increasing profitability. He said are enterprises willing to spend giving this backdrop and in one of those segments he mentioned 12. 3 billion up 11 . Commercial revenue gross of 20 . Intelligent cloud 13 billion up 20 . And more personal computing, up 6 shares not doing a lot in the after hours. The forecast will...