RANDOM THOUGHTS

RANDOM THOUGHTS

—–Futures were down last night until Biden won Virginia. They kept moving higher as North Carolina came in. They kept going higher throughout the night. We do believe this morning’s gap to the upside has an anti-Sanders component to it. At least, the action said so last night. But also know, it is just insane…

MARKETS/VIRUSES/CENTRAL BANKS/WHAT’S NEXT?
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MARKETS/VIRUSES/CENTRAL BANKS/WHAT’S NEXT?

—-The lines were still quite huge on Disney properties today. What virus?—- —-After scanning 1,500 stocks, 200 sectors, every country and every commodity, one word comes to mind…dang! Just another one of those outlier market events where we are sure the central bank team will come to the rescue…or at least try to. But first:—-…