Mark Schwarzmann

Thanksgiving 2020 a challenging concept

With a country still divided after a raucous and unique election cycle, over 250,000 coronavirus deaths in the US, 12.3 million US coronavirus cases, cases spiking around the world, and devastation across the global economy it is difficult to focus on the positives this year. There are some, most notably very promising vaccine results for Pfizer/BioNTech and Moderna, great strides have been made in clinical treatment of covid patients, the S&P 500 up 10.11% in price alone year-to-date (hard to imagine), and hopefully a still sound underlying economy poised to recover well once the vaccine(s) return us to some normalcy. Still, it will be hard to not consider a winter ahead with further limited activity levels … much of the US cannot continue to meet and eat outdoors and family gatherings are the primary driver for spiking caseloads. Plus, we all know that spiking cases are a leading indicator for hospitalizations and deaths. What are the analysts thinking about the markets as we head into the short week?

The Second Wave is Here and It’s Likely to Get Much Worse

Post Election Roundtable – Preparing for What Happens on the Macro/Economy Side

Post Election Roundtable – Preparing for What Happens on the Dividend/Income Side

Post Election Roundtable – Technical and Quant Analysis and the Value Perspective

Post Election Roundtable – What’s Next in Energy and Commodities

Post Election Roundtable – Tech, Growth, Biotech, and Healthcare Perspective

Weekly Commentary: Scorched Earth

Taking time for reflection during the short week and long weekend to come

Given that backdrop of a generally bad year with some bright spots on the horizon, it may be time to take a step back and reflect on the markets, opportunities, and how best to plan ahead for better times. Still, that won’t stop us from sharing some immediate ideas, but do reflect some this Thanksgiving. You are here, be thankful for it.

Income Investing

Dividend Growth Up to 18%: These Aristocrats Deliver During the Pandemic

Deep Value Dividends: Buy These 7 High Yield Stocks Now and Get Paid to Wait

Altria: Comfortably Grab a Near 18% Cash Yield or a Double-Digit Dividend Yield

2 REITS with >100% Upside Potential in the Recovery

A Dose of Analytics

Fat Tails Everywhere? Profiling Extreme Returns: Part I

Fat Tails Everywhere? Profiling Extreme Returns: Part II

Fat Tails Everywhere? Profiling Extreme Returns: Part III

Fat Tails Everywhere? Profiling Extreme Returns: Part IV

It never hurts to revisit last week’s ideas:

The Momentum Market

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Building your knowledge each week

Decided to focus on some fundamentals this week. This way, during a short week you can spend a short bit of time to get a little bit more comfortable with the concepts that allow you to get into more complicated strategies.

Forget the 4% Rule, 4.5% Rule, or Any Rule Forcing You to Sell

Revisiting First Principals for Portfolio Design: Part I

Adjusting Your 60/40 Portfolio for a Zero Yield World