Observations: Confluence of Trends
Risk or Safety? Or as Howard Marks phrases it, “the most important question an investor must answer...
Halftime 2020
As we cross the halfway mark of 2020, it is important to step back and quantify how stock market...
What Happened This Week (6/26/2020)
Covid’s Resurgence. This week a rise in % positive tests, increased Covid hospitalizations and news...
What Happened This Week (6/19/2020)
Double Top, or Not?Much of the recent resilience in the US Equity market has come from the top...
What Happened This Week (6/12/2020)
Time for Change- The killing of George Floyd and other recent notable public injustices people of...
What Happened This Week (6/05/2020)
The May Jobs Report Shocker left one TV economist and market participants alike “gobsmacked,” as...
What Happened This Week (5/29/2020)
The Flow of Fast Rivers. There has been a shift during this cycle toward growth investing and away...
What Happened This Week (5/22/2020)
Going the Distance: Appearing on 60 minutes last Sunday, Fed Chair Powell laid out the case that...
What Happened This Week (5/15/2020)
Monumental Shift: How the US government manages taxes, spending and debt will forever be changed in...
What Happened This Week (5/08/2020)
April Jobs Report: In what was the most depressing economic data point yet from the Covid fallout,...