Michael Batnick & I discuss the possibility that the events of this spring turn out to be just a cyclical bear market within the context of a longer term secular bull market. It’s happened before.
If 1987 did not end that secular bull, maybe Coronavirus won’t end this one:
My back to work morning train reads: • Anatomy of an Outbreak: How Coronavirus Swept Through JPMorgan’s Trading Floor (Wall Street...
Source: Axios Americans are streaming about 50% more content during the lockdown than we did pre-crisis: “In total,...
A note about Sunday reads: Normally, these are a cross section of policy, investing, economics, technology, arts, sports, etc. But these...
The weekend is here! Pour yourself a mug of Cafe blend coffee, grab a seat 6 feet from me, and get ready for our longer form weekend...