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Second quarter GDP declined by a record 32.9%. Analysts had predicted a 35% decline. My thoughts on this nominal positive surprise…big deal. What is the ...

31 July, 2020

The proverbial “stay at home trade” is thriving even following encouraging news on a potential virus vaccine. There are now over 130 vaccines in the development process and 17 are in late stage testing with some ...

21 July, 2020

The increase in coronavirus cases is dominating headlines. Can I suggest the fight as to who first receives the vaccine becomes more explosive than the increase in cases and even more ...

09 July, 2020

The technology heavyweights continued their relentless advance, shattering any remaining illusions about the significance of security research. It is obvious the pathway to massive over performance is...

08 July, 2020

FRB Chair Powell testifies to Congress about the state of the economy. I am certain he will discuss the coronavirus and its possible implications. Perhaps the safest comment to make is no one knows the outcome and there is not a shortage of...

11 February, 2020

Fourth quarter earnings season is about to commence. According to Goldman, results are expected to increase by the smallest amount in three years, commenting further margin pressure may continue for the foreseeable future for a myriad of reasons. ...

14 January, 2020

An argument can be made the world’s sovereign debt markets just got a lot riskier as Sweden just ended a half of decade of negative rates. The question at hand will other central banks follow their lead? Everything in the world is priced...

20 December, 2019