Blog
Where is the Greatest Risk?
Executive Summary As a quick follow up to last week’s missive, the déjà vu continued this Monday with another COVID-19 vaccine headline. [...]
Are You Having Déjà vu?
Executive Summary Last Monday the stock market soared upon news that Pfizer had developed a COVID-19 vaccine, and this Monday stock futures [...]
Where Are We Now?
Executive Summary Last week 785,500 people filed for first-time unemployment benefits. Since Covid-19, the number of weekly unemployment claims filed have exceeded [...]
Is There More Than Just Price?
Executive Summary In this week’s missive I look at other measures in addition to price when evaluating markets. The VIX Index is [...]
What Will the Market Do After the Election?
Executive Summary Everyone seems to be wondering what the stock market will do after the election. Prognosticators are theorizing what will happen, [...]
Will Additional Stimulus Allow a “Return to Normal”?
Executive Summary Year-to-date earnings through September 30, 2020, are expected to plunge 43% compared to the same period last year; however, the [...]
What Does a Bird’s-Eye View of the Economy Reveal?
Executive Summary In this week’s missive, I provide a bird’s-eye view of the economy via a number of graphs and visuals. First [...]
Can Stimulus Solve the Labor Crisis?
Executive Summary The official unemployment rate published by the Bureau of Labor Statistics (BLS) dropped 0.5% to 7.9% in September 2020. However, [...]
Does Too Much Debt Matter?
Executive Summary The U.S. has been feeling the effects of growing government debt for two decades through reduced economic growth. For the [...]