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The Ticker District

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Dan: Cash Amnesty

By - - Equities on December 2, 2016 3:44 PM 0 Follow-Ups
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There are are no shortages of stocks and sectors that are rallying in anticipation of policy changes in the new administration. Biotech/Pharma and Bank stocks were perceived to be the primary future beneficiaries of more lenient regulation, while mega-cap Technology stocks have under-performed as investors fear that the President-elect’s tough talk on the campaign trail […]

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BK: The Santa Claus Tax Rally

By - - Market Sentiment on December 1, 2016 11:31 AM 0 Follow-Ups
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It’s seasonality stupid. That’s what BK said to himself last night after Karen Finerman brilliantly pointed out that investors might be reluctant to take profits this year due to the potential for a change in the tax code next year. Her elegant insight was that in 2017 there is a high probability that tax rates […]

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