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What category performed best in the first week of trading?
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What does that tell us?
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What is the January Effect?
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Why is it important?
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What are the most likely policy changes?
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What are the potential tax law changes?
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What are the forecasts for 2021?
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How does this week change the outlook for the Financial Markets?
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What can we learn about the impact of more regulation and higher taxes on the Financial Market during the Obama Administration years?
Headline Round Up!
*Washington Takes a Dramatic Left Turn.
*Construction Spending Record Level!
*Manufacturing Boom at a 2 ½ Year High!
*Bye-Bye BABA? China’s Major Delisting of Telcos and Oil Underway? How to own Emerging Markets without China?
*Oil at $51?!
*Hydrogen Boom Needs Pipelines? What about Fuel Cells?
*Austin “Start Up” City Growth Pains. Every Longhorn wants to stay in Austin, I did!
*Dallas’s Most Heartbreaking Restaurant Closures? What happens now for survivors?
*Bill Ackman Scores 70% Gain in 2020. Alex, what is a Credit Default Swap? What was Bill’s worst year (Hint -20.5% followed by -13% followed by -4% followed by -8.6%)?
*Jeremy Grantham: 2021 “One of the Great Bubbles in Financial History.” How do we navigate this based upon tech wreck strategy?
*Bitcoin Payment Capability Traction?
Dow Jones Industrial Average Index (Approx. 5 Years)
– Courtesy of Bloomberg LP
Crude Oil Futures Spot Price (01/11/2016 – 01/08/2021)
– Courtesy of Bloomberg LP
Yearly U.S. Economic Forecasts with Probability of Recession (2013 – 2022)
– Courtesy of Bloomberg LP
Quarterly Earnings Estimates for Standard & Poor’s 500 Index (3 Years)
– Courtesy of Bloomberg LP
Health Care Select Sector SPDR Fund (10/09/2020 – 01/08/2021)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Energy Sector Index (10/09/2020 – 12/30/2020)
– Courtesy of Bloomberg LP
Cushing Global Clean Equity Fund (10/09/2020 – 01/08/2021)
– Courtesy of Bloomberg LP
Bloom Energy Corp. (10/09/2020 – 01/08/2021)
– Courtesy of Bloomberg LP
Bitcoin Spot Price (10/09/2020 – 01/08/2021)
– Courtesy of Bloomberg LP
U.S. Total Civilian Employment (1994 – 10/2020)
– Courtesy of Refinitiv Datastreams/Consensus Economics
Profit Report!
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Bitcoin: How High? What does this tell us about the dollar and Inflation?
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What did Facebook and Bitcoin’s initial rise and fall teach us about the dangers of popularity and cycle navigation?
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2021 Infrastructure Package?
