TGT. The best.

proper DB. Tony is doing great job. Not scared to discuss his ideas and not everyone has to agree with him and play those trades.

Federal crackdown with Biden DOJ - not likely

Cannabis - all boats will rise - MJ - a play on dollar as well

Agree energy - buy collect the dividend of 5-6% until it moves

XOM offers a lot of value and AA credit rating. Some day we'll stop using fossil fuels, but this is not that day...

Tony needs to keep his political worldview out of his trading. Oil was not killed by ESG, ESG is not the cause of the oversupply of oil. The oil industry and more accurately: shale, has had more money thrown at it thanks to cheap rates. Oil output exploded. This made the United States grow the number of daily barrels they could supply. Saudi Arabia seeing another threat to OPEC dominance after Russia, wanted to kill US Shale and started trying to drive down the price. This in turn made others need to pump more to keep up with their dollar inflows as they need this to fund their economies. This also pissed off countries who just want to produce their supply and don't care about the Saud's oil dominance, so OPEC and OPEC+ started to grumble and get rowdy. It was a commodity price war that hurt oil. Solar and Wind didn't tell Russia to tell Saudi Arabia to get bent when they were trying to negotiate a reduction in output at the worst possible time. Trump wanted to cater to his base and was more than happy to see low gas prices. He was happy to see the United States become energy independent, but he had no idea of the unintended consequences. Frankly, neither did the industry. Besides, if you think ESG held oil back, then why the hell would anyone be bullish in a Biden administration? Do you think we will see LESS ESG investing if this election holds up? Not likely. There is an oversupply of oil in the markets, which in turn is going to correct. Because the cure to low prices is low prices, as marginal companies die the suppliers will shrink and an equilibrium will be found. Inflation too early might actually save some of those suppliers for a little while longer and drag this out.

Can someone please explain to me what are the possible reason for gold miners to be down almost 4% on a day that gold is marginally up.

Haley Draznin is improving a lot her daily briefing! Great introduction Haley! Keep it up!

the DB redeemed itself!

Always a good call with TG but Tony, why so sure of the "stimulus coming"?

Great episode. I learned a lot from both Haley and Tony G. Haley has improved drastically since she first began at RV. This is great to see. Can't express just how great RV is compared to all of the other financial news/media platforms that people consume info from. Keep it coming!

Really enjoyed that TG Tuesday. Good stuff.

bad optics https://finance.yahoo.com/news/pfizer-inc-pfe-chairman-ceo-001511415.html

I got in 10 minutes before I had to quit. Recency bias...there was a test of the SP500 Sept low a few weeks ago in late October at 3200. Everyone was watching so it didn't fail. Then yesterday 11/9, the Sept high 3500-3600 was tested and rejected. Now seeing rapid rotation for 2 days and it's a trend? And value is now the anointed sector? On vaccine "news" tested on 94 people that is not peer/scientific journal reviewed?!!!! And no decision on the Senate majority? With the markets more overvalued than Feb 2020? wow, I am incredulous For now, fading highs and lows is a trader's dream for our interviewee. But interestingly enough, the SP 500 is up all of 150 pts since Feb or about 5.8%. All the market did is train investors that running red lights and staying long, no matter what, is "investing strategy".

GREAT CALL

Pfizer's CEO cashed out 60% of his stock on the same day the company unveiled the results of its COVID-19 vaccine trial

Can we have Tony on RV Plus one time, I have some questions for him. Many thanks.

When 19 minutes left, great comments Tony. Thank you so much!

Good discussion. Great that Tony is focusing on the market and not all the might-be news. All may be well with the new vaccine but there is still the damage of the long COVID winter first. We will beat COVID; it is just a matter of time. The stock market is often like the Oracle of Delphi. The information is clear, but the message is ambiguous. The Oracle told King Croesus – of rich as Croesus fame – that if he attacked Persians, he would destroy a great empire. Unfortunately, he lost to the Persians. It was his empire that was destroyed. I certainly trust Mr. Greer to be close to the market sentiment. The market, however, can certainly be ambiguous. DLS

That was great, best daily episode for this month easy

Tony’s a Spreadhead? I knew there was something about this guy I really liked. Many a Warner Theatre (DC) show I’ve attended to see those Georgia boys.

Tony at his best

Excellent and thorough review of the markets and the shifting. Love the Widespread Panic shout-out, TG! Wish I could have caught em at the Beacon!

The 30Y bond feels like it is going to decide what happens. Higher yields are not bullish for stocks at some point. Not with all of the debt out there. If the market could handle higher yields, we wouldn't have had the Fed reverse QT back in 2018. Maybe the historic short in the 30Y and the Fed being the biggest owner of TIPS is distorting what we are seeing? If you believe in inflation though, I agree that Tony is on the right track. I just think everyone is long higher yields because JPOW told them to.

Great discussion this week gents.

Great discussion, guys.

Appreciate this interesting briefing; thank you. This certainly looks like a major inflection point that will need to play out. The vaccine news is a big deal, and from what I understand the Pfizer vaccine would be the first 'ever' RNA vaccine, a major breakthrough in medicine. Nevertheless, the big question on my mind this week is whether or not this might be the biggest rotation head fake of them all. A final one before the other shoe, at last, drops into a depressionary reality. Things are very, very grim out there in the real world.

I pick Tony over the CNBC/Bloomberg guy every day. RV has a real opportunity to expand the Tues DB and create a better alternative for stock traders.

Good recovery guys, nice job Ash.

Good segment today, guys, enjoyed it, thank you

Can you guys drop the Daily Briefing videos before or at least at the same time as you release it to other news agencies such as zerohedge? Really weird that we gotta wait for it on this platform when its out on others.

Excellent discussion today. Passionately dispassionate about markets. And a nice mea culpa too!

Always enjoy TG. Straight to his point.

Great RVDB Ash and Tony. I like the way Tony described his way of viewing the election - the markets are not pricing in the controversy but rather accepting the majority opinion. Interesting thing to me to consider - the markets have no been pricing in correct outcomes for a while.... That's not to take away from the more positive acceptance of the current outcome - just means to me you still have to keep your spidey-senses sharp and watch the price, be honest with biases. There would be trades perhaps that are good regardless of the political outcomes? I wonder if or when it is clear that the market is more neutral - ie. has unwound any hedges/positioning that was to an extreme pre-election.

Thanks for everything you guys do. Y'all deserve a break from time to time!

Thanks guys. Always a pleasure to hear TG's insights.

Great to have the daily Daily Briefing back! As always, love TG Tuesdays!!!

Great episode, Tony. Good to hear your market view.