Amazon’s stock is an infrastructure play: Josh Brown from CNBC.
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Clips From Today’s Halftime Report
Chanos: Investors burned too many times, avoid Chinese companies like the plague from CNBC.
Making Investment Decisions During a Crisis
what’s going on in New Orleans, the conversations happening in our investment committee, what clients are talking and thinking about now
How to safely take money from your retirement account now
I’ve asked my firm’s CFO Bill Sweet to help me draft a notice to our clients so they can understand the provisions in the CARES Act, a $2 trillion economic rescue bill that President Trump signed into law last week. In this post, I am only including information about how the Act affects your Individual…
What if GDP falls more than the stock market?
In the last recession, GDP contracted by less than 5%, but the stock market fell 57% from peak to trough. Stocks reacted to economic conditions in a way the “real” economy did not.
Clips From Today’s Halftime Report
Market can’t bottom until coronavirus cases peak: Josh Brown from CNBC.
“At last, we have a deal…In effect, this is a wartime level of investment into our nation.”
That’s Senate Majority Leader Mitch McConnell sometime after 1am this morning announcing that there is now a bill that can be signed into law, after a marathon negotiation that went days and days. Treasury keeps the half-billon-dollar “slush fund” but Dems managed to secure oversight via 5-person panel and an Inspector General. The Fed is…
Why stocks and bonds fell together last week
here are the three times since 1928 that stocks and bonds (as defined by the S&P 500 and 10 year treasuries) both fell during the same year:
RIP Kenny
Rest in peace Kenny Rogers, gone at 81 years old.
Clips From Today’s Halftime Report
Not convinced casino stocks will rally anytime soon: Josh Brown from CNBC.
