Does a Second Stimulus + Rising Savings = Higher Prices?

Pent-up personal savings could further propel the rally, especially on the heels of a second stimulus package. Reflecting on stock market performance in 2020, one can see the dramatic rebound in March correlated almost exactly with the passing of the over $2 trillion U.S. economic stimulus package—known as the Coronavirus Aid, Relief, and Economic Security … Continued

Trading Election Year Volatility

The VIX has behaved abnormally in recent weeks, and pundits have attributed that aberration to the looming presidential election. But that’s not the full story, as economic risks associated with the ongoing pandemic are also contributing to growing fear in the marketplace. Historically, the VIX has exhibited a strong negative correlation with broad-based market indexes … Continued