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Inspect a face mask production facility. Its a clear signal hes out and about for the first time in weeks. The markets like this. The opening up, that is. Look first at the price of oil. Th 23 a barrel. Thats because production has dropped sharply, limited supply and the likelihood of a pickup in demand as more businesses open up. The president just tweeting on that literally moments ago. Here it is. Oil prices moving up nicely as demand begins again. Thats the backtowork movement evident in the oil market. Stocks, they are going up, too. Reopening is popular with investors. Look at this. Lot ...

Has left washington until at least may 4th the constitution provides a mechanism for the president to fill positions in such circumstances the recess appointment its called the senates practice of gaveling into socalled pro forma sessions where no one is even there has prevented me from using the Constitutional Authority that were giving that were given under the recess provisions the senate should either fulfill its duty and vote on my nominees or chit formally adjourn so that i can make recess appointments we have a tremendous number of people that have to come into government and now more s...

Today. Lets go to the boards were not at the best levels of the day. Nonethele nonetheless, were hoelding onto pretty good dangains. The dow is up. Nasdaq has some profit taking today. Its been the big winner apple and microsoft and amazon giving a bit back along with some of the other names as well. Pete, im going to come to you first. Youre the one who had more stocks than you had in a long time where do you see things now . Friday have generally not been great because no one want toed go into the weekend feeling long then you had the gilead news last night you have boeing starting next week...

Indicated up about 40 points yesterday, we did see compressed yields higher prices for treasuries 10year at 1. 36 the twoyear at 1. 7 in japan, the nikkei falling over 300 points. The bond market won, so we are going to have our friend on today. He always says it is going to be because of slowing growth. He seems to get a little bit serandipitus about it. Ill give him credit. The slowing growth caused whatever caused the slowing growth gold is up. Stock market ignores things until it doesnt hope depot might help. Stock called sharply higher after reporting better than expected results i got a ...

Of record highs and yet weve got those worries about coronavirus among other things slide down what has been a very strong backdrop. I would say it is never been more difficult that is right now and taking direction, trying to stocks, for 2020 and beyond. A lot of individual investors are confused they dont how to analyze the virus and how lethal it is going to be. So those things are distracting people from looking at a longerterm horizon. Speed seven there is also an issue, please see distractions and supply chain, parts shortages, component shortages, doesnt that impact earnings . It does b...