Baldwin Investment Management
Commentary
Baldwin Investment Management
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 a new phase of international…
Baldwin Investment Management
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 with incredible speed and with…
Baldwin Investment Management
Pandemic Blues…
It has been the fastest “bear market” ever recorded taking the fewest number of days (less than 30) for world markets to decline 20%. Chart 1 The turnabout from mid-February when stock markets around the…
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