Market In A Minute Blog

• PVG Admin
• February 23, 2021

Last week, we discussed inflation accelerating as a result of all the money the government is printing. The difficulty is how to play this theme. Before we discuss a potential investment idea, first the macro of what is new. Market in a Minute 2021-2-23

• PVG Admin
• February 16, 2021

The textbooks tell us if you print money excessively inflation picks up, causing the economy to stagnate when interest rates rise, while financial assets fall in value and hard assets perform strongly. Market in a Minute 2021-2-16

• PVG Admin
• February 9, 2021

The markets are now hitting a short-term overbought condition from being oversold about 10 days ago. That is a very quick recovery, we did expect it to occur but not this fast. Market in a Minute 2021-2-9

• PVG Admin
• February 2, 2021

We like to focus on earnings, the growth of earnings and valuations, real fundamental issues, however, there have been so many other factors that are coming into play and could have significant consequences for the market. Market in a Minute 2021-2-2

• PVG Admin
• December 22, 2020

The markets on Monday morning looked horrible with the futures down big even with another $900 billion aid package passed by Congress. The fear in the market centered around the side-effects of the vaccine. That made no sense. The market did come back considerably. Market in a Minute 2020-12-22

• PVG Admin
• December 1, 2020

The market is at an interesting point, value and small cap have performed incredibly well during November, driven by the economic opening up theme, the announcements of the vaccines, and the election results with a split government. To continue reading click below: Market in a Minute 2020-12-1

• PVG Admin
• November 25, 2020

We have a great mix of generally small emerging drug or biotechnology companies in the portfolio. This strategy is very interesting as a long-term allocation in an overall portfolio. If the companies in the portfolio execute, by getting their drugs approved by the FDA, each stock has very significant upside. PVG – Emerging Healthcare Monthly…

• PVG Admin
• November 24, 2020

Treasury Secretary Steven Mnuchin announced the remaining balance of approximately $455 billion earmarked for the Federal Reserve as part of the stimulus plan would need to be returned to the Treasury by 12/31/2020. To continue reading click below: Market in a Minute 2020-11-24

• PVG Admin
• November 17, 2020

The market is changing rapidly. The Pfizer vaccine last week has been the catalyst for a massive rotation, along with the relief of no Blue Wave (the republicans holding the Senate), and the potential for a significant stimulus bill. Now we have another vaccine from Moderna that looks to be slightly better. It appears by…

• PVG Admin
• November 9, 2020

Finally, some of the election is behind us. The market likes the divided government, with the Senate being controlled by the Republicans, this blocks the Biden tax increase and other potential policies that would hurt businesses. To continue reading click below: Market in a Minute