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Tag Archives: Coronavirus
Shocked, Shocked To Find Inflation Going On Here
The index for all items less food and energy rose 0.6 percent in July, its largest increase since January 1991. The index for motor vehicle insurance increased sharply in July, as it did the previous month. The indexes for shelter, … Continue reading
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
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
Posted in Coronavirus, Economics, Uncategorized
Tagged Coronavirus, George Magnus, Macroeconomics
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More Adventures In Bad Government That Could Kill Americans
The cut in funding to the W.H.O. doesn’t surprise us. Does the gaslighting, blame game, attacks on globalism, and the political pettiness ever stop? Chief Of Staff It might help, by the way, if the new Chief of Staff, Mark … Continue reading
Classic Bear Market Bounce
Big move today in stocks with the S&P500 closing up 7.03 percent. We are so glad we are out of the market. We believe stocks are now in phase two of a vicious bear market, where after the initial sharp … Continue reading
A Long Way Down To Value
Summary The stock market has completed the first phase of a bear market with a rapid and sharp Q1 sell-off caused by massive deleveraging Stocks still need to deal with its valuation problem as well as discounting the long-term financial … Continue reading
Some Perspective
In our March 7th post, Stages Of A Pandemic: Denial, Panic, Fear, and Rationality, we suspected the country was about to move from denial to panic over the coronavirus pandemic. It sure did and infected the global markets in a … Continue reading
Exponential Growth 101
I had a stunning conversation last night with a very good friend that went something like this: It’s just the flu, bro. You are glued to the fake news on CNN He is a restaurateur and I was trying to … Continue reading
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