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Archives for May, 2020

  1. May 18, 2020

      Fear is a pervasive feeling that consumes our minds these days. It’s no wonder that we are experiencing fear: Unemployment is over 14% [i] Over 23 million people are currently out of work in America [ii] 40 million people are in need of basic food from SNAP (food… More >>

  2. May 11, 2020

      2020 looks to be a complete bust and investors know it. I’ve had the chance to review over half a dozen conference calls on macroeconomic outlooks and corporate earnings and the story across the globe is the same: 2020 GDP growth will be negative in most countries,… More >>

  3. May 4, 2020

      Now that Q1 GDP has been reported with a decline of 4.8%, it is time to move on to the really bad expectations. GDP for Q2 is anticipated to come in at -37.9% making the recession official. Of course, we won’t see this data until mid-July after the quarter ends but, we… More >>