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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (11122)	3/26/2021 7:52:32 PM
From: Kirk ©	Read Replies (1) \| Respond to of 26585

Market Update for 3/26/21: We had a great week for the markets with the Dow & S&P 500 closing at record highs while the Nasdaq and Russell 2000 made up a good deal of their lost ground. Remember last year when I said Buffett's portfolios often lead the market after under performing for two straight years? Well, he's up 10.7% YTD for 2021 as his value stocks, especially energy related (plus rail to carry the oil from Canada that will not go by a pipeline) are doing great again. Interest rates seem to be giving an "all clear" for a booming economy for awhile as the US Treasury Yield Curve for 30-Yr minus 1-Yr rates is soaring! Finally, you have to love my favorite semiconductor capital equipment companies that will benefit from the "chip wars" between China, Taiwan, Korea, Japan, the EU and the US as we all FINALLY realize these are the key to the future and you don't want to depend on factories on the other side of the Pacific Ocean or Suez Canal to deliver your "inexpensive" parts for $80,000 autos or even $1,000 smart phones and tablets... I read Ford will eliminate some of the fancy features from its F150 and sell it for a bit less... luxury trucks are one of their biggest money makers... More images and full post here