Latest Insights on RMO
Lockdown Pastimes; Novavax Big Time; Travel Stocks Climb
May 26, 2020 Great Stuff
Stir-Crazy Investors We’re all itching to get out and participate in the U.S. economy’s “Great Reopening.” If reports from the Memorial Day holiday weekend are any indication, some of us are a lot more eager than others … I’m looking at you Lake of the Ozarks partygoers. As the country reopens, now is an excellent […] This Chart Proves the Rebound Isn’t Sustainable (but There’s a Silver Lining)
May 26, 2020 Big Picture. Big Profits., Investing, Stocks
[5-minute read] The stock market isn’t what it used to be … which means it’s time to change your strategy. Senate Wise Guys Draw China Eyes
May 21, 2020 Great Stuff
The New Red Scare Here we are… Another Thursday, another weekly initial jobless claims report … and another stock market rally? Some 2.4 million Americans filed for first-time unemployment claims last week. The nine-week total of continuing claims now stands at nearly 39 million. Despite Main Street’s pain, Wall Street’s song remains the same. The […] Vaccine Dreams: Moderna, Sorrento and Novavax
May 18, 2020 Great Stuff
Damn the Torpedoes! The U.S. economy’s got something. We both know it, but we don’t talk too much about it. Ain’t no real big secret all the same. Somehow, we get around it. Listen, it don’t really matter to Wall Street. Investors believe what they want to believe. And what Wall Street believes right now […] Retail Weeps, China Creeps, Bankers Beat and Testing Sleeps
May 15, 2020 Great Stuff
Friday Four Play: You Down With PPT? Holy cats! It was one busy Friday. I mean, we had a literal smorgasbord of market-moving data … all in one day: Consumer spending set another record in April, plunging 16.4%. President Trump blocked semiconductor shipments to Huawei. China threatened to activate its “unreliable entity list.” Trump questioned […]