Team Talk
Two Crises and Long-Term Changes
Our friend Mohamed El-Erian¹ has been writing, tweeting and appearing on business shows at a record pace lately, for obvious reasons. As our readers know, we have followed him since his days running the PIMCO Emerging Markets Bond Fund in the 1990s. Without...
Wellness Tips for a Stressful Time
During this volatile time in the markets, I found this message, sent to patients at Stanford to be really helpful. It also has some practical ideas. Stay healthy and I hope you find this useful. Clari Mindfulness Platforms like Calm and Headspace have made content...
The End of the Beginning?
This Coronavirus crisis has been compared to war, and rightfully so. Our people are under attack, and how well we fight may in large measure determine how long it takes to achieve victory and how many casualties we will suffer. We had some important developments in...
We Have a Deal…Now What?
As we face the most brutal phases of the COVID-19 outbreak in New York and throughout the country, we are concerned for your health, safety and how you are coping with the situation. Of course, we are fully engaged with the economic and financial market fallout of...
Hydroxychloroquine? What would Dilbert do?
And will we get a bill passed? Another eventful day. I have to admit I reached for my phone at zero dark thirty to see how the overseas markets were doing and found little comfort. The S&P 500 futures market had also traded to the limit and received a “time out”...
The Key to Long-Term Success
At some point in the future, hopefully very soon, the worst of this will be over and we will better understand how serious it was/is/will be. As we work from home and stay safe, we want to stay in close touch with our clients and our friends and professional...
Facing the Challenge
We would like to tell you the answer. When will this be over, and what is the market going to do next? But you know no one knows. This is a new challenge, and we have to face it and recognize what we are dealing with here. We have faced major health care challenges...
Three Things People Going Through a Divorce Should Consider in their Financial Planning
Divorce can be one of the most traumatic experiences one can go through. As you go through the process, you will need to make financial decisions that will likely have long-lasting implications on many aspects of your life. You may feel that you want to get through...
Now It’s Oil
Last week OPEC talks broke down when Russia refused to agree to proposed production cuts. As we have been saying in our recent letters, the coronavirus slowdown has reduced demand for oil and caused the price to decline. It just got worse. Over the weekend, Saudi...
Hecho en Mexico. Porque no?
As the sun comes up on another exciting day, European markets are up and US futures are up even more, after the Fed rate cut and down market yesterday, Monday’s huge rally, and last week’s rapid decline. Meanwhile, the 10-year Treasury is yielding well under 1%¹, a...
Two Crises and Long-Term Changes
Our friend Mohamed El-Erian¹ has been writing, tweeting and appearing on business shows at a record pace lately, for obvious reasons. As our readers know, we have followed him since his days running the PIMCO Emerging Markets Bond Fund in the 1990s. Without...
Wellness Tips for a Stressful Time
During this volatile time in the markets, I found this message, sent to patients at Stanford to be really helpful. It also has some practical ideas. Stay healthy and I hope you find this useful. Clari Mindfulness Platforms like Calm and Headspace have made content...
The End of the Beginning?
This Coronavirus crisis has been compared to war, and rightfully so. Our people are under attack, and how well we fight may in large measure determine how long it takes to achieve victory and how many casualties we will suffer. We had some important developments in...
We Have a Deal…Now What?
As we face the most brutal phases of the COVID-19 outbreak in New York and throughout the country, we are concerned for your health, safety and how you are coping with the situation. Of course, we are fully engaged with the economic and financial market fallout of...
Hydroxychloroquine? What would Dilbert do?
And will we get a bill passed? Another eventful day. I have to admit I reached for my phone at zero dark thirty to see how the overseas markets were doing and found little comfort. The S&P 500 futures market had also traded to the limit and received a “time out”...
The Key to Long-Term Success
At some point in the future, hopefully very soon, the worst of this will be over and we will better understand how serious it was/is/will be. As we work from home and stay safe, we want to stay in close touch with our clients and our friends and professional...
Facing the Challenge
We would like to tell you the answer. When will this be over, and what is the market going to do next? But you know no one knows. This is a new challenge, and we have to face it and recognize what we are dealing with here. We have faced major health care challenges...
Three Things People Going Through a Divorce Should Consider in their Financial Planning
Divorce can be one of the most traumatic experiences one can go through. As you go through the process, you will need to make financial decisions that will likely have long-lasting implications on many aspects of your life. You may feel that you want to get through...
Now It’s Oil
Last week OPEC talks broke down when Russia refused to agree to proposed production cuts. As we have been saying in our recent letters, the coronavirus slowdown has reduced demand for oil and caused the price to decline. It just got worse. Over the weekend, Saudi...
Hecho en Mexico. Porque no?
As the sun comes up on another exciting day, European markets are up and US futures are up even more, after the Fed rate cut and down market yesterday, Monday’s huge rally, and last week’s rapid decline. Meanwhile, the 10-year Treasury is yielding well under 1%¹, a...
