Research and Writings

Today we found out that roughly 21 Million people were unemployed as of May, and we know almost all of those came in the last few months.…

Read more

If you’d told me in March that markets would be going to be positive, and hitting all time highs, amidst everything that has happened this year, I…

Read more

What a week in the markets and the world. Though tension rose across most cities in the US, equities rallied in a big way, with the Russell…

Read more

Today’s markets were much calmer than we have seen in recent days with most US indexes finishing withing a half percent of where they began. The sole…

Read more

Once again today markets rallied higher across the board, ignoring ongoing protests and the fact that the US lost 2.7 Million jobs last month, on top of…

Read more

Once again today, purportedly boosted by longer term views of re-opening economies, equities across the board rose; especially emerging markets. The EM rally was likely driven by…

Read more

As protests and violence continued today in most major cities in response to the killing of George Floyd, US and global equity markets continued their seemingly inexorable…

Read more

To re-open or not to re-open? That question, or at least the efficacy and safety of re-opening was a big topic in my house this week. As…

Read more

It’s going to be a good day for small caps… oh wait… Things started off swimmingly this morning and, for the majority of the day it looked…

Read more

This recent Forbes article lays out the compelling case for utility scale renewable energy installs permanently dethroning traditional installs due to declining renewable costs. The article’s takeaway…

Read more

20/50