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No rest. Stocks slipped yesterday on weak economic data and renewed tensions between the US and China. The weak numbers were almost expected, the Presidential Tweets, not so much, worrying investors that a new cold war is on the horizon.

The long road home. Stocks staged a rally yesterday as another virus treatment candidate emerged with promising results. The Fed is worried about the lasting effects the pandemic will have on the economy and is willing to do whatever it takes to keep it healthy.

Shaky foundations. Stocks slipped late in yesterday’s session after a medical blog questioned Moderna’s Phase-1 results, out just a day earlier. The sharp moves in stocks highlight investors’ desires for clarity on the future of the economy, though none exist… yet.

One and done. Stocks surged yesterday emboldened by the aggressive Fed and encouraging news on the vaccine front. Traders woke up to surging markets and news from a once-small biotech firm sent the indexes ablaze with hope.

Who’s buying? Stocks ended Friday’s session higher despite abysmal retail data. New technology sanctions threaten to derail last year’s trade cease-fire in the US-China trade war, a new unknown now added to an already formidable list. N O T E W O R T H Y Maybe not this month. My regular readers...

Silver linings. Stocks went on a wild ride yesterday pulling out of early losses closing in the green as investors bet on a brighter, eventual, future. Beaten down bank stocks got a lift yesterday, leading the rally.