VideoCast: Cyclicals, The Election And Buffett

Running length 01:28:15

In this week's VideoCast (and podcast) stock market commentary, we cover:

• Ask Me Anything: Election Outlook and Stock Market Implications.
• The shift BACK to Cyclicals on Friday. Why, and will it follow through?
• Updated Yield Curve and Implications for Banks.
• Warren Buffett acquisition and Natural Gas.
• Bank Book Value and ROE table/implications.
• Updated States COVID numbers and Implications
• Updated Treatments and Vaccine progress/breakthroughs.
• Consolidation Boxes and expected path of S&P.
• Fox Business Appearance (Econ Data/Surprises and Implications).
• Banks and Buffett.
• Updated Econ Data/Earnings Data and implications.
• Good News – Dividend Cut?
• Growth/Tech vs. Value/Cyclicals (defining factor).
• 2 key risks to new highs.
• AAII Sentiment Results and Implications.
• CNN Fear and Greed Results and Implications.
• NAAIM Results and Implications.
• Message for the week (and Outlook).
• New Stimulus Details and Timing.

Listen: Podcast version 

Article referenced in VideoCast and podcast here