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COMMENTARY

Escape From New York

Escape From New York

Manhattan apartment sales in the second quarter saw their biggest decline in three decades — and the worst quarter on record — as the real estate lockdown and urban flight after the Covid-19 crisis put a freeze on the market.

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Market & Portfolio Review

Market & Portfolio Review

Despite rising economic uncertainty and fear over a second wave of COVID-19, we continue to adjust our forward earnings estimates upward for 2021 and remain focused on stocks/businesses that are positioned to deliver durable, long term growth, while shunning areas of the market experiencing slowing growth, high debt burdens, and falling market share.

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Align Tech Rising

Align Tech Rising

Align Tech is the top Nasdaq 100 gainer today.  Shares are up over 7% with the help of positive comments from SVB.  This powerful move is driving the stock to new July highs on fairly heavy early trade.  ALGN is setting up well for a run into new 2020 high territory. ...

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