Baldwin Investment Management
Commentary
Baldwin Investment Management
Dr. John Zurlo – Coronavirus Teleconference
On Monday, March 16th, Baldwin Management invited John Zurlo, M.D. to co-host a teleconference to discuss the Coronavirus epidemic. John J. Zurlo, M.D. is the W. Paul and Ida H. Havens Professor in Infectious Diseases…
Baldwin Investment Management
Baldwin Management Operations
Due to the overgrowing concern of the Coronavirus epidemic, we felt it was prudent to inform you that Baldwin Management does have a business continuation plan in effect should the need arise for our office…
Baldwin Investment Management
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 short period has rarely been…
Baldwin Investment Management
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, we do not believe that…
Baldwin Investment Management
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 world cracking and fast approaching…
Baldwin Investment Management
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 prices. There are seven indicators…
Baldwin Investment Management
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 which has continued to reign…
Baldwin Investment Management
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” runs rampant and worries abound…
Baldwin Investment Management