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Posts Tagged ‘coronavirus’

In today’s sell off, it’s not the virus, it’s the lockdowns

Today both France and Germany returned to national lockdowns to fight the latest surge in coronavirus cases. That, I think, more than increase in virus cases is what drove today's selling. Investors are afraid that we're returning to the months when countries shut down big parts of their economies in an effort to control the […]

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Has the momentum shifted toward sellers?

I think the calendar will call the shots in the stock market for the next four to six weeks. And that's why I think momentum has shifted toward sellers rather than buyers. I know that today's drop--the Standard & Poor's 500 closed down 1.86% and the Dow Jones Industrial Average was lower by 2.29%--got billed […]

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If Europe is a preview of next coronavirus surge in U.S., the forecast is downright scary

Most governments in Europe relaxed their strict coronavirus lockdowns over the summer in order to breathe some life into economies hit hard by the first wave of the virus and efforts to control its spread. That "return to normal", however, has led to a spike in infections with cases rising to more than 120,000 a […]

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Why the President’s positive test for coronavirus led to a rally today in airline stocks

Every investor and trader has spent much of today speculating (either in words or dollars) on what President Donald Trump's positive coronavirus test might mean for stocks. The Standard & Poor's 500 closed the day, October 2, down 0.96% and the Dow Jones Industrial Average fell 0.48%. The NASDAQ Composite and the NASDAQ 100 dropped […]

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Downward momentum in stocks looks stalled–trend depends on news flow and the dollar

Today, Monday, September 28, as of 1:15 p.m. New York time the Standard & Poor's 500 was up 1.60% to trade at 3352.78. Along with Friday's 1.60% gain in the index, I think that shows the market's downward momentum stalled for the moment. Only for the moment, though, since there's just so much pending news […]

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Pfizer to deliver first vaccine efficacy results as soon as September 27–but what, if anything, will they mean?

Pfizer (PFE) and its partner BioNTech (BNTX) plan to take a first look at the efficacy results from their 44,000 personal vaccine trial as soon as September 27. But that first look will be after just 32 coronavirus infections have accumulated in the two companies' 44,000 person trial. The companies have announced that they will […]

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Trick or Trend: Drop in unemployment rate almost certainly kills new coronavirus aid package in Senate

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Before Friday's report of a drop in the official unemployment rate to 8.4% for August, […]

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This rally is built on the Powell Put and, now, the Vaccine Put–what could possibly go wrong?

On September 1  I argued that "Now there are two Puts supporting the market as the Vaccine Put joins the Powell Put." Those two bets--that the Federal Reserve will continue to flood the financial markets with cash and will increase the flow if the markets start to wobble and that news of a coronavirus vaccine […]

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Walmart’s caution on an economy without more stimulus

This morning, August 18, Walmart (WMT) reported that comparable store sales climbed 9.3% year over year for the company's fiscal second quarter that ended on July 31. Sales for its e-commerce unit jumped 97% year over year. That was up from growth of 74% in the final first quarter. But the company's results carried a […]

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Saturday Night Quarterback (on a Sunday) says, For the week ahead expect…

...more attention on reports of delays in the clinical trials of new drugs to treat patients infected with the coronavirus. We're starting to hear stories o delays out of the drug companies working on treatments that would enable those stricken with the coronavirus to recover more quickly or that would head off some of the […]

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