The Morning Call--How much further can this rally extend?

 

The Morning Call

 

2/9/21

 

I am travelling early tomorrow morning, so the Morning Call tonight.

 

The Market

         

    Technical

 

            Monday in the charts.

            https://www.zerohedge.com/markets/bitcoin-bonds-bullion-biotech-big-shorts-bid-dollar-skids

 

            How much further can this rally extend? (must read)

            https://www.bullmarkets.co/market-report-how-much-further-can-this-rally-extend/

 

            The bull mania and the charge of the light brigade.

            https://www.advisorperspectives.com/commentaries/2021/02/08/bull-mania-the-charge-of-the-light-brigade

 

            There is no Wall of Money.

            https://alephblog.com/2021/02/04/there-is-no-wall-of-money/

 

            Long Treasury yields reach 2%.

            https://www.bloomberg.com/news/articles/2021-02-08/treasury-long-bond-yield-tops-2-mark-for-first-time-in-a-year?srnd=premium&sref=loFkkPMQ

 

    Fundamental

 

       Headlines

 

              The Economy

 

                        US

 

                        International

 

                        Other

 

                          Why Big Oil is not worried about Biden’s executive orders.

                          https://www.zerohedge.com/energy/why-big-oil-isnt-worried-about-bidens-executive-orders

                    

            The coronavirus

 

              Lockdowns have depleted all forms of capital.

              https://www.aier.org/article/lockdowns-have-depleted-capital-in-all-forms/

 

            Bottom line.

 

              This sounds stupid, but I am buying some just in case.

              https://thereformedbroker.com/2021/02/08/repeat-after-me-that-sounds-stupid-im-buying-some-just-in-case/

 

    News on Stocks in Our Portfolios

 

 

 

What I am reading today

 

            Pterosaurs were the weirdest wonder on wings.

            https://www.nationalgeographic.com/magazine/2017/11/pterosaurs-weirdest-wonders-on-wings/

 

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