Category Archives: Coronavirus

Complicated Capilalism

Compassionate capitalism is our mantra around but the pandemic has really complicated things, especially when it comes to private property rights.   As the pandemic drags on, who is right?  Renters or landlords? Chapter 19 Of U.S. Bankruptcy Code? We suspect … Continue reading

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Germany The Winner In COVID Economic Management

Morgan Stanley’s Ruchir Sharma joins Fareed to grade countries around the world on their responses to Covid-19 and their economic resiliency to the crisis. Source: CNN Click here to view video

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Sweden Pays Price For Not Locking Down

“There is no pain-free solution to living with COVID-19” Lots of B.S. out there about how “Sweden did it right.”  Take a few minutes and watch the following video. We have always maintained, from day one,  that to lock down … Continue reading

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The World’s Scariest Chart

We are now in this war. We are all in it- all the way. Every single man, woman, and child is a partner in the most tremendous undertaking of our American history. We must share together the bad news and … Continue reading

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Mike Trout Doubt’s America’s False Choice

We have always maintained that to reopen the economy was a false choice unless the public had confidence the virus had been contained. The U.S. is losing control of the COVID crisis due to the colossal failure of leadership by … Continue reading

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Canada Crushed The COVID Curve As The U.S. Struggles

“They had a healthy respect for this virus.” The U.S. leaders thought they could gaslight science and the virus,  Canadian pols respected science and it shows in the data.  The Canucks were not influenced or led by the “Jesus Is … Continue reading

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Empire State Building & The Future Of Office Buildings

Good view.  Watch this space, it could be the next big negative catalyst for the financial sector and economy. New York City’s famed Empire State Building symbolizes the challenges many commercial spaces face as the U.S. tries to reopen and … Continue reading

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GPS: The Battle Over Reopening – MUST VIEW

Empathy – the psychological identification with or vicarious experiencing of the feelings, thoughts, or attitudes of another. – Dictionary.com Maybe once every few years we read, hear or see something that is so profound it shakes our intellectual foundation to … Continue reading

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GDP Now Q2 Estimate At -34.90 Percent, So What Now?

Summary The Atlanta Fed’s GDP Now is estimating a -34.9 percent Q2 GDP print, which is 3.5x the largest quarterly decline in the post-WWII economy If realized, the 11.3 percent non annualized first-half GDP collapse in 2020 will approach the … Continue reading

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Are You Buying At These Valuations? Not Buffett

More than his words, he spoke with his wallet. He usually relishes a down stock market to take advantage of lower prices. Not this time. He hadn’t made any purchases recently; he didn’t buy up stocks when they had fallen … Continue reading

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