Category Archives: Coronavirus

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

Posted in Black Swan Watch, Coronavirus, Economics, Uncategorized | Tagged | 17 Comments

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

Posted in Bonds, Coronavirus, Equities, Uncategorized | Tagged , , , , | 18 Comments

If It’s So Safe Out There, Why Are We On The Verge Of Major Meat Shortage?

Just askin’, folks. I talked to a friend who runs a local restaurant last night, she said their food distributor is almost out of meat, mainly pork. The shortage is not the result of a demand shock, such as the … Continue reading

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Three-Pointer At The Buzzer For Corporate Socialism

Wow,  pretty disgusting and just the tip of the iceberg of the corruption taking place with the bailouts and PPP. Who would of thunk that one of the world’s most valuable and glamorous sports franchises, worth $4 billion, would be … Continue reading

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COVID Deaths Could Be Almost 60% Higher Than Official Count

Here is something we suspected for some time and now has been measured by the FT analysts. The noisier the data, it is best to focus on trends and not single data.   The death toll from coronavirus may be … Continue reading

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How Italy Plans To Reopen The Economy

#Italy PM @GiuseppeConteIT releases details of end to lockdown. May 4: manufacturing, construction & wholesale for construction. May 18: retail stores, museums, libraries & pro sports teams. June 1: bar, restos, hairdressers & beauticians. Schools closed til Sept. @CBCAlerts pic.twitter.com/Wzd4RMIcXu … Continue reading

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COTD: Size Of The COVID Lockdowns

COTD = Chart of the Day

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America’s Bearish Day At The Beach

Summary  We are growing increasingly bearish on America’s prospect to arrest the spread of COVID-19 due to growing restlessness over the shelter-in-place rules leading to quarantine fatigue, weak political leadership, and lack of uniform measures to mitigate the spread across, … Continue reading

Posted in Coronavirus, Uncategorized | Tagged , , | 4 Comments

The Macroeconomy and COVID-19

Here’s some homework and learning material for the weekend from the Centre for the Study of Financial Innovation. I haven’t watched the video in full but George Magnus, who I worked with at UBS, is always a must listen and … Continue reading

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