• How did the Financial Markets react to the election?
• Were the markets reacting more to the Pfizer announcement?
• How does Pfizer’s announcement of a 90% effective vaccine change the picture for 2021?
• How many other vaccines and treatments are coming over the next 6 months?
• Why are the markets ignoring the current pandemic resurgence?
• What are the biggest dangers for Investment Portfolios?
• What will a Biden administration do in 2021?
• What would a Trump challenge victory mean for 2021?
• How far can the Bio-Medical stocks run based upon current valuations?
• What will the markets look like when the Coronavirus crisis is over?
• Is there a potential energy shortage after COVID-19 is contained?
• The potential impact of zero cash rates?
• Could negative interest rates occur in the U.S.?
• What is a Cash Flow Panic?
Dow Jones Industrial Average (Year to Date)
– Courtesy of Bloomberg LP
U.S. Employment Total in Labor Force Seasonally Adjusted (Approx. 2 Years)
– Courtesy of Bloomberg LP
U.S. Jobs Openings by Industry Total Seasonally Adjusted (09/30/2018 – 09/30/2020)
– Courtesy of Bloomberg LP
Invesco Dynamic Credit Opportunities Fund (Year to Date)
– Courtesy of Bloomberg LP
Health Care Select Sector SPDR Fund (Year to Date)
– Courtesy of Bloomberg LP
Natural Gas Future Spot Prices (Year to Date)
– Courtesy of Bloomberg LP
Exchange Traded Fund Flows (11/13/2020)
– Courtesy of Bloomberg LP
Headline Round Up!
*Pfizer Vaccine Announcement Drives Huge Rally!
*2 Trillion in Money Flow on Monday?
*Even Dr. Fauci Says Pandemic Will End.
*Job Rally Continues! Job Openings Back to Healthy Levels Near 2019.
*Wall Street Coming to Texas!
*New Uptown Park and Development?
*How Fast Do Vaccines Make It Nationwide?
*Deposit Rates Taking Nosedive.
*Emerging Markets Hot After Vaccine Breakthrough.
*6 Hottest Energy Tech Stocks for 2021?
*Cummins Hydrogen Truck Engine?
*Global Oil Demand 95% Restored. Restoration Expected During 2021.
*U.S. Liquified Natural Gas (LNG) Exports to China Back on Track.
*JPMorgan Asset Management Lowers 10 Year Forecast for Expected Traditional Allocations!
Profit Report!
*The Infrastructure discussion coupled with the Stimulus discussion.
*The return of Inflation and the opportunity for “Real Assets.”
Research Round Up!
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*Guggenheim Opportunities in Fixed Income
Including Scott Minerd’s Comments on Interest Rates
*Cohen and Steers: Inflation and Allocating to Real Assets