As of the time of writing in June 2020, we are sitting in front of a future which is more unpredictable than it has been in many years. COVID-19 case […]
Video #5 of Mo’s COVID-19 Video Updates: Transcript Today, over 30 million people in North America are unemployed. That is more than the entire population of Australia and the […]
The federal government will run a $3.8 trillion deficit this year and $2.1 trillion next year. Those estimates, from a budget-focused think tank, don’t include what’s almost certain to be another multi-trillion-dollar […]
We published this last night and the views started going through the roof almost immediately. I connected with Rob Arnott, who has taught me so much about investing over the years, and […]
I’m a capitalist. I believe in the system. I believe you can increase the size of the pie and you could divide it well,” says Ray Dalio, founder of Bridgewater […]
In the first of the four memos, Nobody Knows II, I described the distinction made by Harvard epidemiologist Marc Lipsitch. He said there are (a) facts, (b) informed extrapolations from analogies […]
This morning, Federal Reserve Chairman Jerome Powell will be speaking on the just-unveiled $2.3 trillion plan to get more money flowing throughout our shutdown economy. The Fed’s dual mandate is […]
Building on my post from the other day, ‘Not Depth…Duration’, I want to show you something from this morning’s Bank of America Merrill Lynch Chart Blast – it shows a very […]
Should we sacrifice Grandma for the GDP? That more or less sums up the debate in much of the U.S. media over the past week, ever since U.S. President Donald […]
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