November 20, 2020
COVID-19 Cases Rising, Revolutionary Vaccine on Horizon
ln what would be an unprecedented turn for pandemics, two vaccines have released extremely encouraging data, showing effective rates of 95%.
November 2, 2020
With Election Approaching, Near-term Stimulus Unlikely
Originally expected prior to the election, no additional stimulus has yet been passed. Now, it seems likely to not have clarity on further stimulus until after…
October 2, 2020
“Presentisim” – Has Any Time Been Worse?
This year’s political, social and economic instability and uncertainty is not endemic to the US, nor this period of History.
August 26, 2020
Large Tech Stocks “Nifty Fifty” of Today?
With the largest tech stocks pre-pricing in decades of growth and trading at elevated multiples, we see cause for concern similar to the early 1970s with the…
August 4, 2020
Volatility, Stimulus, Inflation, and COVID-19
With the Fed signaling they may step out of the way, inflation could be set to run in the decade ahead.
July 15, 2020
Half-Time Reviews, COVID Cases Rise, Tech Giant Valuations
As major tech valuations continue to soar, we remain focused on businesses we find valuable and worth the risks.
June 26, 2020
July 4th, COVID19 Statistics, Volatility Continues
With a resurgence in cases although in different states than before, COVID-19 data continues to point to the elderly population as the primary group at risk.
June 2, 2020
Uncertainty and Chaos Continue
With chaos erupting nationwide, the attention to the explosive growth of the US money supply seems to be completely ignored.
May 4, 2020
Stocks Rise in April, Uncertainty Continues
As the US Debt to GDP levels are set to soar past the most recent highs set during WWII, we continue to become increasingly concerned with inflation.
April 20, 2020
Stocks Rebound, Economy Uncertain, Hedges Implemented
As stocks sharply rebounded off their lows, we added hedges in areas we believe could see difficult times ahead, such as emerging markets and Europe.
April 2, 2020
CARES Act, Unemployment, and Financial Markets
As many point to the unprecedented unemployment numbers, we continue to remind those man are making more unemployed than at their previous employment.
March 30, 2020
COVID-19 Cases Increase, Congress Passes Stimulus Bill
As the US passes an unprecedented stimulus bill at $2Trillion, we see concern for future inflation, further stimulus woes and explosive spending adding to the…
March 25, 2020
“Great Depression” Ahead? We Don’t Think So
As headlines abound with comparisons of the "Great Depression," we see very little similarities besides reported economic numbers.