Archives for September, 2020

  1. September 28, 2020

    With Congress and the President locked in an epic election season battle over a Supreme Court appointment, one has to wonder if there will be another round of fiscal stimulus. Let’s assume there is not and the U.S. Consumer and economy has to fend for itself. Looking at… More >>

  2. September 21, 2020

    Are stocks overvalued? By the conventional wisdom, the answer is a resounding Yes! When you look at various valuation metrics, stocks look overvalued on a 5-year and 10-year basis. [i] Before I just wrap this post up and conclude equities are overvalued, it is important… More >>

  3. September 14, 2020

      The next couple of weeks will be seminal moments for the technology war waged by President Trump as the looming deadline for TikTok – the Chinese-owned social media app – to partner with an American company in order to continue U.S. operations comes on September 20th.… More >>

  4. September 8, 2020

      With the NASDAQ down about 10% from the highs and other indexes off their respective highs it’s finally time to take a breath and reset. [i] From a macroeconomic perspective, we are still on the recovery path. Just consider the following indicators: Jobs continue to… More >>