Coronavirus Update (March 23, 2020)
The stock market experienced further declines last week, with the S&P 500 index declining 15%. This brings their 2020 loss to 28.3%. The equal [...]
Coronavirus Update (March 16, 2020)
The severity of the Coronavirus outbreak should not be downplayed - it has cost human lives and the toll will undoubtedly increase. However, the [...]
Special Report on the Coronavirus (COVID-19) Scare
From a medical perspective, our thoughts on the coronavirus outbreak have not changed significantly since our preliminary report on the topic on January 28. [...]
Early Thoughts on the Coronavirus Scare
Our base case for the recent Coronavirus scare out of China is that it will loosely follow the script of previous pandemic scares. These [...]
Market Commentary Q4/2019
Market Summary: The stock market closed the year on a euphoric high, propelled by a tentative truce in the trade war between the US [...]