July 20, 2020 At some point in the not-too-distant future—whether through herd immunity, treatment, vaccine or a disease-state mutation—the health-related threat of the coronavirus will begin to fade away. While the exact timing of that seminal moment remains anybody’s guess, there is little doubt that post-pandemic life is going to look very different. Understanding just … Continued
When the Federal Reserve ended its stimulative bond buying program, commonly known as “Quantitative Easing”, some investors questioned whether the U.S. economy would be able to support itself without additional stimulus. Since that time, the economy has continued to grow, albeit at a slow pace, and global equity markets have slogged through a volatile period … Continued
The markets are off to a rough start this year, culminating last week with a capitulation-like sell-off that left the S&P 500 Index down 10% since January 1st. The pull-back was triggered by many of the same worries that we experienced last fall: China’s slowing growth and their overvalued currency, the Federal Reserve’s decision to … Continued