Investment Commentary

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,…

Watchful…

Above is a useful tool to quickly determine if the U.S. is in or is about to enter a recession, which might herald a sharp downturn (i.e. >20%) in equity…

Abuse The Dollar At Our Own Risk…

It was Robert Rubin, Treasury Secretary under Bill Clinton, who opined that a strong dollar was in the best interests of the United States of America. It was that philosophy…

Buffetted by Crosscurrents…

It is easy to be distracted.  It is simple to lose sight of the “prize”.  The future is never clear and the present is often confusing.  Doubts swirl, “second guessing”…

Healthcare For All…

It is a nice sentiment. It is an altruistic sentiment. It is a naïve sentiment, if it is expected by voters to be accomplished in the near term. In the…

Whirlpool Announces…

This commentary is not about Whirlpool, despite the title – but about tariffs. It is about how Whirlpool’s shareholders benefited from increased earnings because of tariffs and how American consumers…

Barn Burner…

Investor spirits might have been low at year end 2018 – but certainly that desultory sentiment has dissipated over the first three months of the new year, as markets around…
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