What Happened This Week (9/25/2020)
Bull Market Pause. On 8/21 we questioned whether global stocks were about to “break out” and exceed...
Can Fed + Treasury Extend the Recovery?
“The Stock/Bond Dilemma” outlined the current reality of the market within its historical context—a...
The Stock/Bond Dilemma
Make no mistake, US stocks are not cheap compared to history. Putting a value on what stocks are...
What Happened This Week (9/04/2020)
On the Economy. The August jobs report showed solid gains, with 1.37 million jobs added, while the...
What Happened This Week (8/28/2020)
Don't Miss This. Chairman Powell used the Jackson Hole Policy Symposium this week to introduce the ...
What Happened This Week (8/21/2020)
K-Recovery. The Top 5 holdings of the S&P 500 have returned 35% YTD; the other 495 have declined by...
What Happened This Week (8/14/2020)
Reclaiming Economic Output.The National Bureau of Economic Research (NBER) views real GDP as the...
What Happened This Week (8/07/2020)
Upbeat July Jobs Report. The US economy added 1.8 million jobs in the month of July, bringing the...
What Happened This Week (7/31/2020)
Still No Deal on CARES2. Steve Pavlick of Renaissance Macro’s take, “Best case is they reach an...
What Happened This Week (7/24/2020)
Fiscal Cliff & CARES 2 Update- The $600 per week extended eligibility for jobless benefits, payroll...