Simon discusses how over this 20-day bounce the strongest stocks and sectors have continued to lead and the weakest have continued to lag. This divergence may continue, although asset flows in and out, respectively, have hit extremes. He also looks at the rally relative to others of this magnitude, all of which have occurred during bear markets. He makes the case for VLO and provides the rationale for STZ as an attractive new addition to the portfolio. 

Beating the virus is not a cure-all for the economy. Depending on how long it takes the damage may be lasting. Some areas may never see growth returning to previous levels, but that doesn't mean it trails indefinitely lower. This week, a look at how this plays out and what it means beyond 2020.

Simon discusses the impressive bounce off the late-March lows that have recovered more than half the recent market decline. He puts in perspective and offers that it is too early to declare that the declines are behind us. He also suggests we should not worry about trying to buy at the "bottom" as it likely does not matter much to long-term investors. He presents some market signals to monitor in lieu of having much earnings visibility and discusses how valuations do not matter much in bear markets. 

Ann discusses some of the provisions of the CARES Act including the 2020 RMD waiver, the Coronavirus-related Distribution, new relaxed retirement plan loan provisions, and new deadlines associated with the delay of the tax filing deadline.

The market has had some historic rallies off dismal lows, but although we're not there yet, we now start to envision what the world looks like when we emerge from isolation. Unfortunately, it likely won't be the V that would signify a steep recovery, but rather a quick snap off the bottom, then a stall as the economy fails to fully launch and slow growth persists for a very long time.

Simon has spent his past few shows and podcasts discussing the big picture and how investors should be thinking about the current bear market. On this podcast, he dives back into some individual stock ideas. Simon discusses two names in the WIG portfolio that have held up relatively well during the market decline, two that have not and he also offers one to consider from the Group's "wishlist".

Simon discusses how there will be similarities between the current environment and Great Depression in terms of the decline in economic activity, but that the tremendous fiscal and monetary response this time around likely leads to a much better outcome. He also talks about how market "bottoming" is usually more of a frustrating process than an event based on historical precedent. Simon focuses on a few pieces of legislation in the recently enacted CARES Act that could be beneficial to IRA owners and those taking Required Minimum Distributions.

On this April Fool's Day, we look at the market's tendency to react to the news we already knew. What really drives it and what we expect.  This is certainly a recession but it's not typical and in some respects, it offers more hope than typical.

The volatility isn't over and the crisis worsens but there are opportunities that can be bought here. We're avoiding those bets on names that may or may not avoid bankruptcy but after a review of the markets, we talk about 4 different names worth buying right now.

David reviews the latest economic news after the historic market bounce and stimulus package.  Also, he discusses points to consider when looking for that next house.