Heavy Rotation
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Promising results in a coronavirus vaccine test triggered a wild rotation in the stock market this week. Lauren Goodwin, economist and strategist at New York Life Investments, joins the latest episode of the “What Goes Up” podcast to discuss the opportunities and pitfalls for investors looking to position for a post-Covid world. Mentioned in this podcast: These Charts Show the Euphoria the Pfizer Vaccine News Created Rotation Trade Turns to Duck-and-Cover as Coronavirus Runs Amok
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Why does Tesla joining the S&P 500 remind Wells Fargo Securities’ head of equity strategy of AOL and the dot-com boom and bust era? He also explains why he’s sticking with his year-end estimate of 3,850 for the S&P 500 even after the benchmark index reached that level in the first month...
Published 01/22/21
The upcoming inauguration of Joe Biden as president offers the U.S. a chance to reboot its relationship with China after a tumultuous four years under Donald Trump. Bob Hormats of investment firm Tiedemann Advisors, who has served in senior economic and trade policy roles under five different...
Published 01/15/21
Another week, another record high for stocks – even in the midst of political unrest. Vincent Deluard, director of global macro strategy at StoneX Group Inc., discusses the disconnect between stocks and reality, a so-called “bear market for humans,” his outlook for 2021, and the risk of...
Published 01/08/21