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"The "everything duration" goldilocks momentum trade—long secular growth vs short cyclical value—is likely going to see tectonic movement and at the very least, tactical unwind to play for this “economic reopening” forward view."

"We continue to be bullish over the next 6-12 month but very cognizant and disciplined about price in the short term."

Pfizer's CEO has heralded Monday as "a great day for humanity"...

...a dip to buy?

...at the peak of bull market cycles, investors begin to ignore evidence at their financial peril.

"The individuals at Pegatron responsible for the violations went to extraordinary lengths to evade..." 

... but it won't be.

...do you believe in miracles?

"This is about the best the news could possibly be for the world and for the United States and for public health."

"We’ll be closely watching COVID-19 case numbers, which are rising again in the US and Europe, and announcements on a vaccine, which our biotechnology team expects later this month."

"...the big vol player in TMT is back in the market."

The market did the exact opposite of what everyone was expecting, and not by a little, but by a lot.

"If they’re coming after FiveThirtyEight, then the answer is f--- you, we did a good job!" - Nate Silver.

On which side of 10.00 does the USDTRY open for trading in just a few hours?

In the Fed’s policymakers’ way of thinking it is the businesses and consumers who are responsible for the harmful effects of bubbles...

What if the Blue Wave outcome has only been delayed by two months until the two Georgia Senate run-offs on Jan 5th? If it happens, the Blue Wave/Divided government trades would reverse once again...

...so enjoy the greatest bubble of all time but watch the clock. Those Cinderella gains vanish at midnight.

While China's export growth strengthened on the back of stronger global growth and market share gains helped by stronger home related products, import growth slowed in October on the unwinding of front-loaded chip imports by Huawei in September.

To win the “investing war,” it is essential to pick and choose our “battles” wisely. If you aren’t sure about the battleground, it is always better to retreat and “live to fight another day"...