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Tech Stock Hot Potato, Inflation, the 'Pain' Trade, Dips in Chips, Trading Exxon


Tech Stock Hot Potato, Inflation, the Pain Trade, Dips in Chips, Trading Exxon
Clearly, professional portfolio managers are now positioning themselves for a changed environment.
May 11, 2021 | 07:39 AM EDT
You could see it building a couple of months back. March was truly sloppy. The front half of April brought baseball, and another rally for the Information Technology sector. Now, for a couple of weeks this time, you can see it again. Capital flow is moving away from high valuation, or growthy type names and into businesses that either produce, sell, or transport the kinds of things that hurt if you drop them on your foot. ....

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Biden Bits, Vaccine Vanguard, Unmasking Folly, Minerd Musings, Ives Inklings


Biden Bits, Vaccine Vanguard, Unmasking Folly, Minerd Musings, Ives Inklings
Among other things, the president works to align Democratic senators to support his massive Covid relief bill.
Mar 03, 2021 | 07:36 AM EST
Nobody Knows
I kind of smiled last night before I hit the rack. One eye on my New York Rangers, who would go on to win for the fourth time in six games, which is red hot for them. The other eye, reading and reading all the financial information that will fit inside this melon that I wear between my shoulders. Nothing new. This has been my nightly ritual pretty much since newspapers went digital. Just replace hockey with whatever sport is in season. ....

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