Greener Shoots…
We just saw a report from the federal government that Q3 GDP growth was in excess of 33% on an annualized basis. That is certainly “very sporty” growth for such…
Posts by admin
Fret Not Political Winds (Or Change)…
From here to election day, there will be a lot of ink spilled and breathless chatter about politics. The airwaves will be filled with “sloganeering” and vituperative attacks on serious…
Two Measures…
We have commented in the past about how unloved the stock market’s rally has been since 2009. “Walls of worry” have been climbed by some investors (i.e. those who kept…
Better, Better…
Things are better. The economy is better around the world than it was in March or April. According to the IHS Markit Flash G4 PMI output index for June, the…
Finding A New Way…
Globalization is a corporate strategy born centuries ago. It has had its “ups and downs” over time, falling in and out of favor with strategists. We believe we are starting…
Monetary Mitigation…
In the current environment of social distancing to “bend the curve” of the COVID-19 infection rate, the Fed has “stepped up” to do its job of protecting the U.S. economy…
Pandemic Blues…
They’ll wait it out. Photographer: Brian Bahr/Getty Images North America It has been the fastest “bear market” ever recorded taking the fewest number of days (less than 30) for world…
Shoot First, Then Ask Questions…
More than $4 Trillion (that’s with a T) of market value was stripped from US equities in the space of a week. Such a cascade of selling over such a…
The Start of 2020…
NO RECESSION IS FORECAST FOR THE U.S. ECONOMY Despite the fact that the U.S. has not seen a shrinking economy in over 10 years, setting a new record for expansion,…
What A Year and What A Difference A Year Makes…
For those who are faint of heart, it is probably best not to search one’s memory regarding market conditions last November. It was an “ugly” time with markets around the…