Recession or Recovery?
So, which is it, recession or recovery? On June 8, 2020 Yahoo Finance posted an article whose headline read, “The US Economy is Officially in Recession.” The following day, June...
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June 2020 Newsletter
Just the Facts Daily Covid-19 deaths have been cut in half over the past six weeks but remain elevated. Miles driven and retail purchases have clearly troughed and should...
March 2020 Newsletter
Backdrop, What We Know, Don’t Know, Current Management Strategy and Expectations in a Year A few days ago, I sent you a March 9th report from Credit Suisse Research describing...
February 2020 Newsletter
Welcome to the month and year of the first palindrome in over 909 years. 02/02/2020 was the first world calendar palindrome since 11/11/1111. If you’re struggling to understand the significance...
SECURE Act
News on the new SECURE ACT of 2019 As some of you may have heard, there is a new tax act which was signed into law by President Trump on...
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