Inorganic shutdown leads to inorganic recovery By performance, the S&P 500 recently had its best month (August) since 1938- driven by technology growth stocks! That’s good, right? That is bad...
Sometimes it feels like the world is changing faster than reports get to you. There are so many significant issues affecting the financial markets, interest rates, negative net yields on...
If you could answer the following question, my job would be much easier. Are we in (1) an extended bull market that still has not ended and is now in...
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...
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...
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...
