Recessions, Bear Markets Need Time to Develop
Is this a Dead Cat Bounce or End of the Bear market? My method for understanding which is admittedly peculiar: I concoct a novel, often...
10 Wednesday AM Reads
My mid-week morning train WFH reads: • Anthony Scaramucci Isn’t Liking Lockdown. He’s Loving It. A man, a plan, a reconciled...
Detroit to Incheon, South Korea 3X a Week
I have been speaking with a buddy I grew up with — he is now a Captain, piloting for a major airline back and forth between the US...
10 Tuesday AM Reads
My Two-for-Tuesday morning train reads: • Cities That Went All In on Social Distancing in 1918 Emerged Stronger for It (Upshot) see...
What if the Bull Market Didn’t Actually End?
Michael Batnick & I discuss the possibility that the events of this spring turn out to be just a cyclical bear market within the...
MiB: Analyzing Real Estate without Data
How can we determine how bad the housing market is when we lack data? That is the challenge facing those in the real estate industry...
10 Monday AM Reads
My back to work morning train reads: • Anatomy of an Outbreak: How Coronavirus Swept Through JPMorgan’s Trading Floor (Wall Street...
Streaming spikes during coronavirus
Source: Axios Americans are streaming about 50% more content during the lockdown than we did pre-crisis: “In total,...