Election
“I Want To Say One Word To You, Just One Word: Polyhydroxyalkanoates.”
Mr McGuire’s one word of advice to Benjamin Bratton in The Graduate — “plastics” — may have been a good career move in 1967, but in 2020 it needs updating, hence our title above. Finding Election-Agnostic Themes As the U.S. gets closer to a divisive election, with binary outcomes possible Read more
Election
Market Swipes Left On Higher Taxes
The news cycle is still partly occupied with COVID-related coverage, and thus the markets will likely still respond to reports of rising cases, and advances and setbacks in vaccine trials. (We note that daily deaths are declining again in the U.S., and in some European countries have fallen to single Read more
China
The Election and the New Cold War
The news is shifting. Covid-19 is still front and center, of course. As we noted last week, we think the pandemic’s development is not as alarming as many believe. With several months of data now available, it has become clearer that the virus’ risks are heavily skewed towards older individuals Read more
Economics
Market Performance and the Presidential Cycle
Many investors are cycle-watchers. The cycles they watch vary greatly and encompass the whole spectrum of economic, financial, political, and geopolitical events and trends. Some are brief, some are long, and some (such as the Kondratiev wave cycle) attempt to frame and track historical epochs. We do not assign decisive Read more
