Markets continue with sideways volatility as the election gets closer. Given the level of uncertainty that surrounds both the election itself and the prospect of a confused and uncertain outcome that lasts for weeks, it isn’t surprising that marginal investment dollars would sit it out, waiting for clarity. We know Read more…
There seem to be plenty of reasons for pessimism right now. Even just on the surface, so much disaster and risk: a global pandemic… political polarization at all-time highs… an election coming up so fraught that both sides are talking about civil unrest if the result is not immediately clear… Read more…
For several weeks we’ve been presenting data that offer reasons for optimism in the face of the covid pandemic. We see reasons to think that the public health dimension of the pandemic may be closer to a resolution than the consensus believes. Better understanding of the demographics of the most Read more…
Markets have continued to rise and fall on the basis of the prospects for the rollout of an effective covid vaccine. Recent news from Russia that their authorities had approved a vaccine was greeted by market enthusiasm and medical skepticism, since the treatment hasn’t been through complete safety and efficacy Read more…
Last week, in our Market Summary, we commented: “A correction could come in one of two forms — either a boring, sideways grind lasting several months, or a sharp decline of 4–8%, coincident with some appropriate externality, followed by a renewed uptrend. The recent outbreak of a SARS-like coronavirus in Read more…
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