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D&D Note (8.27.2020) ~ Markets Unsure What To Do With New FED Policy With A Rally Then Selloff Then Rally Again Today ~ The FED policy announcement this morning by Chairman Powell left investors a bit confused on wether to buy or sell. The new policy is the FED will shift to an “average inflation … Continue reading
D&D Note (6.3.2020) ~ Don’t Fight The FED, Greatest 50-day Rally In History of S&P 500 ~ The stock market is forward looking and is a discounting mechanism. While as a human this is absolutely a horrible time for humanity, computers that drive the markets don’t have feelings. The old adage holds true Don’t Fight … Continue reading
D&D Note (5.26.2020) ~ Rotation Into Value From Growth Propels Rally, But Back To Normal? Or Short Squeeze? ~ There are more questions than answers from todays rally. We saw a rotation into Value stocks (like airlines and cruise lines) out of Growth stocks (like Netflix and Zoom). A big question today is how much … Continue reading
D&D Note (5.15.2020) ~ Oil Rally Lifts Stocks Off Lows ~ Equity markets opened the day gapping down into the red, however midday Oil began to rally which then pulled stocks off their lows for the day. The rally in Oil has nearly pulled the futures contracts out of contango. In the final minutes of … Continue reading
D&D Note (5.14.2020) ~ Stocks Rally Back And Maintain Bullish Trading Range ~ Markets fall on the open and drift below the technical level of 2792 down to 2766 but then rallied back to the green into the close. Mega Cap Tech was mostly flat on the day but rallied modestly in the last hour. … Continue reading
D&D Note (5.8.2020) ~ Markets Continue to Rally Despite 20.5 Million Jobs Lost in April ~ Markets are clearly not phased by historic jobless numbers. 20.5 million jobs lost in April with the unemployment rate jumping to 14.7%. Right now the market is pricing in transitory joblessness. But the jury is still out on how … Continue reading
D&D Note (5.5.2020) ~ Risk On Today With Rally ~ There has been a line drawn in the sand by the FED. The market sees that line roughly as 2800 on the S&P 500 as that is when the FED had stepped in to support the markets. While the FED hasn’t had to actually backstop … Continue reading
D&D Note (4.29.2020) ~ Remdesivir Lifts Markets… Again ~ The market today trades on a glimmer of good hope. Case in point we have already seen a lift from the Gilead (GILD) drug Remdesivir before on positive news. Then fell due to negative news on the drug. Today we once again got a lift from … Continue reading
D&D Note (4.24.2020) ~ Tech and Oil Push Markets to Rally Into Close ~ Markets begun the day a bit tepid and briefly fell into the red before staging a solid rally in the afternoon session. The Tech sector and Mega Cap Tech stocks helped lead the rally along with the continued rebound in Oil. … Continue reading
D&D Note (4.22.2020) ~ Stocks Rally On Congressional Stimulus and Oil Rebound ~ Congress replenishes the PPP SBA program with an additional $320 Billion. The Congressional Stimulus coupled with an Oil rebound helped stocks rally with Mega Cap and Energy stocks gaining on the day. However the market gains were capped throughout the day struggling … Continue reading
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