— The market is being pummeled by a barrage of opinion on the Omicron variant of Covid 19. — There is a great divergence of opinion: the Moderna view vs. the Oxford view. — The facts that are available would seem to indicate that the market may be over-reacting on the downside. A barrage of divergent opinion on Covid…
Tag: Pandemic
Covid Omicron: The bears have Thanksgiving
— Will the Bulls have Christmas? — “There are known knowns. These are things we know that we know. There are known unknowns … ” — An apt description of the new world of Covid Omicron. — Worst case scenarios — Too Much Information — the number of mutations on the spiked protein — Take a deep breath….
When in doubt, return to the Covid-19 playbook!
The Covid Playbook It is simple … sell the old economy (cyclical), value and anything considered risky (small cap). buy large cap, dependable growth (tech), i.e. the bulletproof, the innovators. Valuation doesn’t matter you just need to be somewhere with immunity to the economic ravages of the renewed pandemic. We just saw this occur over the…
The Market: Being stalked by the bear
last week’s market a stunning reversal … maybe Tech: A pandemic winner The silver lining Sentiment falls off a cliff — from bad to worse and that’s good The secular bull market case continues intact A stunning reversal … really! The NASDAQ composite in six trading days closed down nearly 10%. This was accompanied by…
“In a Stock Market Like This, Anything Could Cause The Next Panic”
“It’s a race against time … Barron’s Ben Levisohn proclaims —“no one knows who is winning.” (Barron’s or WSJ subscription needed to read more) May I suggest, based on this headline, I would say fear is winning and if you have read this far my use of the Barron’s headline effectively drew you into this…