Editor’s note: I thought long and hard about what to feature prominently on Election Day
Month: May 2020
Cultural Breaking Point Threatens To Upend Fragile US Economy At Worst Possible Time
This is a potential body blow.
It’s Not The Economy, It’s The Liquidity, Stupid.
If there’s anything we probably should have learned post-2008…
America’s Chaotic Spiral Into Domestic Unrest Opens Door To Familiar Allegations Of Hypocrisy
Protests and racial injustice may weaken the Trump administration’s hand with China at a crucial juncture.
America’s Big Bankruptcy Questions: Who, When And How Many?
We need to “have humility about how much predictive power our past experience gives us in the face of the current crisis.”
The Case For Tech’s Infinity Rally
The title is in jest – mostly.
Is This Still A Bear Market?
…this isn’t coming from someone who is by nature a bullish individual.
Goldman Sees No More Gains For S&P By Year-End, Flags Biggest Margin ‘Collapse’ In Half-Century
“…the path of the S&P 500 through year-end is not likely to be smooth”.
Trump Terminates WHO Relationship, Blasts China For Hong Kong Incursion. Market Hears ‘Blah, Blah’
“China’s coverup allowed [COVID-19] to spread all over the world”.
Americans Now A Frugal Bunch As Savings Rate Surges To Unthinkable Heights In Consumption Plunge
“…we could experience the same sort of private-sector savings surplus seen during a balance sheet recessionâ€.
From Europe To Japan To South Korea, Economic Gloom Is Pervasive
A reality check amid the equity market euphoria.
Trump Poised To Escalate China Tensions With Uighur Bill As Markets Look On
Human rights take center stage in worsening spat.
