Blog Posts

GDP Coming Into Focus
2020.07.06
We noted last week that the second quarter of 2020 will probably mark the bottom of US economic activity, but how far down will it be?  Now that the data...
Green Shoots After a Wildfire
2020.07.01
The second quarter of 2020 will probably mark the bottom of US economic activity as governments imposed a forced shutdown across businesses in an effort...
Don't Fight the Fed
2020.06.23
“Don’t fight the Fed” is an important rule for investors.  Here’s what that rule means.  In the long term, both individual stocks and the overall stock...
Get Ready for the Sharks
2020.06.16
For the past generation, there has been a strong trend which has worked for the benefit of investors, beyond the strengths or weakness of the underlying...
How to Monitor America’s Health Crisis
2020.06.09
On April 1st, we hosted a conference call wherein we discussed the emerging coronavirus pandemic.  Since that call, we have tended towards splitting our...
What Happens to Cities Next?
2020.06.02
Since the industrial revolution changed the productive output per worker, humanity has been compelled to increasingly utilize the efficiency and shared...
Becoming a Coach-Like Leader
2020.05.28
Leaders are expected to be many things. Managers delivering results; aligning their teams with department and corporate goals. Mentors, encouraging team...
Compounded Trends
2020.05.18
Pop quiz:  How has the US stock market done over the past year? Answer:  It’s flat. Given the fact that we are in the steepest economic decline since...
Who Is Keeping Us From Getting Back to Normal?
2020.05.12
After the tragedy of 9/11, key industries were forced to rearrange their security measures and standard operating procedures to react to the additional...
Hitting Close to Home
2020.05.04
Lockdown has ended for some states.  A greater number of states will end their lockdown in the next few weeks.  Naturally, everyone is eager to reopen...
3 Silver Linings During these Uncertain Times
2020.04.29
As just another person – sheltering-in-place and concerned about the state of the world – very little about the public health crisis brought upon by the...
Too Little, Too Late
2020.04.21
Stocks were up last week on several factors.  First, the cease fire between oil producers reduced the amount of uncertainty in the commodities space. ...
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