Stock Reversed, Gold Rush still going on

There has been so much going on recently and in July. The coronavirus and the US-Sino relationship take over s our everyday life and thoughts.  The economy is not out of the woods yet, with the unemployment rate still high. However, we see S&P 500 almost regained its previous high…

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Two Parallel Struggles

I bet you had a very special 4th of July, without any parties, picnics, or watching spectacular fireworks with crowds. However, we have a long vacation with more time to share with families, and for me, more time to read. As the COVID 19 virus has chugged along in the…

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Stay in the Course

I hope you guys are doing well during this longer-than-expected cave life.  We almost missed the whole spring. Now summer is coming… The strongest 50-day rally in the S&P 500 Index in over 70 years has sent a signal that the economic recovery is gaining steam and may look more…

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Fearless Market Reversal

Just before US stock market hit its first of the four circuit breakers this year on March 9th,  there was a story in The Economist. Flitcraft, an everyman, is nearly killed by a falling beam. Confronted with the randomness of life, he decides—randomly—to vanish. After drifting for years, he settles…

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V-shaped or U-shaped Recovery

I hope you and your family stay well at this special time! Even we stay home it’s hard for us to ignore the message from Spring.  Will the stock market and portfolio also have a glimpse of spring coming? We witnessed one of the greatest financial market turmoils in history…

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