Archives for November, 2020

  1. November 30, 2020

    Last week I highlighted what I believe will be an exceptional year for U.S. equity investors. It’s worth taking another read. I certainly don’t want to be Pollyannish about what stands between us and that optimistic forecast but, as long-term investors and asset allocators… More >>

  2. November 23, 2020

    While it is too early to close the books on 2020, it is pretty easy to conclude that 2020 was a dark period in our history. There are likely more dark days ahead as COVID-19 spreads uncontrolled and cities and states resort to rolling lock downs in some sectors. On the… More >>

  3. November 16, 2020

    It would be hard to contemplate the S&P 500 hitting an all-time high in the wake of a Presidential election that has a clear winner and loser. Yet, that is exactly what the S&P 500 is doing. [i] The political analysis of President Trump’s moves are hard to… More >>

  4. November 9, 2020

    While President Trump extends the drama of the election to energize his base for his post-political career, the outcome is certain: President-elect Biden will face a divided Congress when it is all said and done. There will be two runoff Senate races in Georgia this… More >>

  5. November 2, 2020

    As we approach what will likely be one of the most consequential elections in a long time―perhaps met with anger, conflict, and strife―there is some good news to reflect on. First, GDP for Q3 posted a record 33.1% annualized growth rate, coming off a tragic drop of 31.4%… More >>