Secular trends are conspiring with the Pandemic to reduce demand in the US. Favorable demographics should enable higher productivity and...

It is the best of times for equities . It is the worst of times for employment and interest rates. Cooling temperatures augur the...

During a period requiring leaders, the US had politicians. Instead of addressing the problem in front of them, their eyes are fixed on the n

A bad opening foretells show cancellation. Australia and Hawaii reveal the threat of early openings even with near eradication of the...

The first wave is just beginning, not ending. For New York, the virus was a catastrophic eradication of life that was previously...

Value investors are asking themselves, will the promise of value investing return to prominence? The answer is multi-faceted. Indeed,...

The way forward is measured by the degree to which we will listen to scientists and consideration for our neighbors. As mitigation...

That this time is different is without a doubt. The question is, how different? While the depth of the contraction may have a parallel...

The speed of the equity market decline shares a common trait with the bull market that preceded it: they are both unprecedented in their...

The economic epidemic is delivering uncertainty to such an extent that the equity markets fell at unparalleled speed. The economic...