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Treasury yields surged to the highest in a year over economic and COVID optimism. A Bloomberg headline read “US COVID cases are Plunging.” The article commented more than ...

For many years I titled these remarks “Early Morning Commentary,” a commentary as to how I view of the socio economic and geopolitical issues facing the markets and the economy. I am flattered by the ...

Big technology companies advanced yesterday on hopes of a new stimulus package. Energy and financials declined on increased COVID cases. There was little response to the...

Equities slumped as fresh restrictions to curtail the spread of COVID overshadowed signs that scientists are making fast progress towards a vaccine. The dollar sank to a two-year low, a decline that ...

The FOMC meeting was largely a nonevent. There was no change in interest rates and made no change to asset purchases. The Committee essentially reiterated the prior meeting statement of ...

Equities stumbled the most in four months. There were numerous catalysts. Rising COVID cases. Reality setting in Biden could win thus ushering in an unprecedented wave of ...

The election is in eight days. Will the outcome end the extreme vitriol and animosity that has dominated society over the last 9 months? I will argue COVID was the proverbial gasoline that ...