Be Not Afraid, Part 3: Elections and Markets

Tuesday, October 27, 2020

We are one week away from what many are calling the most consequential election of our lifetimes.

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End of the Beginning?

Friday, March 27, 2020

"Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning."

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Music Hath Charms...

Wednesday, March 25, 2020

Okay, this message has nothing to do with the markets or the C word. I assume that, like me, you’d like a short break from hearing about the Dow, social distancing, rates of infection and sheltering in place. So I thought we’d try to give ourselves some relief by turning to my favorite non-economic subject: music.

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Fear Itself

Friday, March 13, 2020

We’re all familiar with the quote from President Franklin D. Roosevelt, made at his first inaugural speech in the depths of the Great Depression. But at this time, it feels right to give the whole quote: “let me assert my firm belief that the only thing we have to fear is...fear itself — nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance.”

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It’s the End of the Bubble as We Know It (And I Feel Fine)

Wednesday, March 11, 2020

After we wrote our first piece regarding the coronavirus-induced market selloff last week, the news has continued to be gloomy.

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Coronavirus: Financial Pandemic or Just a Little Sniffle?

Thursday, February 27, 2020

The Coronavirus (or COVID-19, as the disease is known) is becoming a huge concern all over the world.

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