Will higher yields impact the stock market?
Monday in the charts.
Month to date retail chain store sales declined markedly from the prior week.
The December small business optimism index came in at 95.9 versus November’s reading of 101.4.
Update on seven high frequency economic indicators.
The case against $2,000 checks.
‘Second dose’ postmortem.
Nursing home had zero Covid deaths until it started vaccinating its residents.
Bottom line. In defense of taking profits.
Keep your positions small.
What a ‘blue wave’ likely means for the economy/market.
New bullish themes are emerging.
Beware of boredom.
Yes Virginia, there is a stock market bubble.
Record investor euphoria.
News on Stocks in Our Portfolios
Procter & Gamble declares $0.7907/share quarterly dividend, in line with previous.
Exxon goes to overweight at Goldman/Morgan Stanley.
What I am reading today
Government needs a great reset (must read).
The network effect.
Quote of the day.
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