Market Insights & Analysis from Kramer Capital Research

Market Insights & Analysis from Kramer Capital Research

Did You Sleep Through the Retail Recovery?

September 25, 2020

The COVID-19 pandemic was supposed to deliver the final deathblow to the American mall and trigger shockwaves across the commercial real estate landscape. That apparently didn’t happen. And for a lot of investors who’ve gotten out of the habit of checking the government’s economic data, the persistence, and even vibrancy, of the retail universe is […]

The Biotech Boom Is Bigger Than COVID-19 Vaccine Wars

September 18, 2020

For months, two themes have distracted Wall Street from what could have easily turned into a year of pandemic despair. Technology stocks don’t get sick and biotech stocks are working on a cure. It was great while it lasted. Big Tech recovered all its initial COVID-19 losses and ended August up a staggering 40% from […]

Volatility Check: Is the Tech Crash Here?

September 11, 2020

They’re calling this the fastest bear market on record for Apple Inc. (NASDAQ: AAPL) and people who don’t know Wall Street are convinced that the ultimate floor is a long way down from here. After all, when the S&P 500 swings down 4% on a given day, vast paper wealth can evaporate in a matter […]

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Big Stock Wins

Stock NameDays HeldProfit
Sirius XM Radio344136.6%
Medical Action Industries51107.9%
Dot Hill Systems777.80%

Big Option Wins

Stock NameDays HeldProfit
Tempur Sealy International19243.4%
Ebay8157.8%
Google2154.3%
Regeneron Pharmaceuticals7131.4%

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