Team Talk
Domestic Violence and COVID-19
Recently a number of articles have been published that discuss the rise in domestic violence (DV) during the shelter-in-place order. Many people do not realize that domestic violence has many forms. It isn’t just physical abuse, which is very serious and prevalent....
China Update: July 2020
2020 is certainly going to be a year to remember. As Roseanne Roseannadanna famously said: “It’s always something. If it’s not one thing, it’s another!” I needed a good laugh this morning. Things in the world are looking pretty serious right now, even as capital...
Too much togetherness during COVID-19: A Q&A with an experienced marriage and family therapist
We’ve all heard about the rise in divorce that is expected following the forced togetherness imposed on spouses, partners, and significant others by COVID-19. Chandrama Anderson is a well-respected marriage and family therapist, author, and regular contributor to the...
Second Quarter 2020 Market Overview
What a world of difference three months can make. By the end of March, the profound uncertainty of the economic impact of Coronavirus on the US and the rest of the world was largely priced into markets. Investors turned to investments like money market funds and US...
Greater Capitalism
The second quarter was the best quarter for the S&P 500 since 1998, up more than 20%[1] since the end of March. Small caps were up more than that! Even bonds kicked in a few percentage points of return. Of course, after the terrible first quarter, this...
Profitability for Dummies
Once upon a time, there were two professors, a paper, a three-factor model, and ultimately a Nobel Prize. 1992 was a good year. The story was simple and powerful, the effects observable to the naked eye and remarkably persistent, if you could stand painful intervals...
A Look at May 2020
We just completed our second month of the second quarter of 2020, after the virus issue created a rapid bear market across the globe in Q1. Since that event we have been going almost day to day, hoping to see improvement and progress, against the virus itself and in...
A Cautiously Optimistic Economic View From Mohamed El-Erian
It seems every week brings news, and during this difficult period, it is not a bad idea to check in more frequently. We have mentioned Mohamed El-Erian before. We do not believe anyone has a crystal ball and can tell us what is coming next, but some people think...
Another interesting day!
Another interesting day, yesterday! How are you doing? We started the day with some exciting news. Moderna announced positive results for the first phase of human testing for its coronavirus vaccine. We have many vaccines in testing, as well as treatments. ...
Why Is the Stock Market Rallying When the Economy Is So Bad?
I have been reading this article from The Wall Street Journal for a week or more, updated as the market continues to rise. A client also sent it to me Sunday, which inspired me to share it. Bottom line: the markets seem to expect a relatively fast recovery for now....
Domestic Violence and COVID-19
Recently a number of articles have been published that discuss the rise in domestic violence (DV) during the shelter-in-place order. Many people do not realize that domestic violence has many forms. It isn’t just physical abuse, which is very serious and prevalent....
China Update: July 2020
2020 is certainly going to be a year to remember. As Roseanne Roseannadanna famously said: “It’s always something. If it’s not one thing, it’s another!” I needed a good laugh this morning. Things in the world are looking pretty serious right now, even as capital...
Too much togetherness during COVID-19: A Q&A with an experienced marriage and family therapist
We’ve all heard about the rise in divorce that is expected following the forced togetherness imposed on spouses, partners, and significant others by COVID-19. Chandrama Anderson is a well-respected marriage and family therapist, author, and regular contributor to the...
Second Quarter 2020 Market Overview
What a world of difference three months can make. By the end of March, the profound uncertainty of the economic impact of Coronavirus on the US and the rest of the world was largely priced into markets. Investors turned to investments like money market funds and US...
Greater Capitalism
The second quarter was the best quarter for the S&P 500 since 1998, up more than 20%[1] since the end of March. Small caps were up more than that! Even bonds kicked in a few percentage points of return. Of course, after the terrible first quarter, this...
Profitability for Dummies
Once upon a time, there were two professors, a paper, a three-factor model, and ultimately a Nobel Prize. 1992 was a good year. The story was simple and powerful, the effects observable to the naked eye and remarkably persistent, if you could stand painful intervals...
A Look at May 2020
We just completed our second month of the second quarter of 2020, after the virus issue created a rapid bear market across the globe in Q1. Since that event we have been going almost day to day, hoping to see improvement and progress, against the virus itself and in...
A Cautiously Optimistic Economic View From Mohamed El-Erian
It seems every week brings news, and during this difficult period, it is not a bad idea to check in more frequently. We have mentioned Mohamed El-Erian before. We do not believe anyone has a crystal ball and can tell us what is coming next, but some people think...
Another interesting day!
Another interesting day, yesterday! How are you doing? We started the day with some exciting news. Moderna announced positive results for the first phase of human testing for its coronavirus vaccine. We have many vaccines in testing, as well as treatments. ...
Why Is the Stock Market Rallying When the Economy Is So Bad?
I have been reading this article from The Wall Street Journal for a week or more, updated as the market continues to rise. A client also sent it to me Sunday, which inspired me to share it. Bottom line: the markets seem to expect a relatively fast recovery for now....
