Insights
Dr. Harry Markowitz, Andy Melnick, and Steve Turi discuss investments.
Looking Beyond COVID-19 — Government-Mandated Recession — Bigger Government — Bigger Companies — Big Political Change? — Opening the Economy?
COVID-19 led to a government — Federal and state-mandated recession to mitigate the virus. This commentary.. Read More »
2020 1st Quarter Review
We hope you are well during this period of great uncertainty and stress. In such a short period over the past year, investors confronted extreme.. Read More »
Perspective — Moving Beyond COVID-19 — a Second Look
Our last commentary,
Perspective – Moving Beyond COVID-19
By this time, 2019 Novel Coronavirus (COVID-19) 24/7 broadcasts, plus the internet, should enable.. Read More »
Coronavirus Market Update March 16, 2020
We face historic healthcare and economic challenges that demand our overwhelming collective efforts to conquer this.. Read More »
Oil Price War — Many Shale Producers on Life Support— Result Oil Prices Recover — Consumers Benefit
On top of reduced energy demand resulting from the coronavirus epidemic, further upset arose this weekend.. Read More »
Mid- March — First Direct Impact on U.S. Economy from China’s Shutdown and Coronavirus — Inflationary or Deflationary?
Each year Chinese production typically shuts down for the Lunar New Year. This year that holiday lasted.. Read More »
Coronavirus — The Known Knowns
Many observers, including ourselves, commented that the economic outcome for the 2019 Novel Coronavirus (COVID-19) falls under the predictive.. Read More »
China – Still a Long March to Developed Country Status
According to The New York Times, at least 760 million Chinese currently face limits to their travel – or more than.. Read More »
First Quarter Modest Coronavirus Impact — Later In the Year Could Reduce U.S. Capital Spending
Boeing’s cutoff of 737 max production and the 2019 Novel Coronavirus epidemic in.. Read More »
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