Key takeaways: Covid-19 is stress testing in our education systemAn increasing government deficit seems to signal increased taxesThe importance of understanding expenses I’m sure a lot of us are wondering…
Tag: covid-19
Investment Themes
Key takeaways from this newsletter: Pensions are borrowing money to prop up returns Slowing growth and the potential for inflation Congress will need to work on another round of stimulus…
The Second Wave of Unemployment
Key takeaways: Second wave of unemployment is on its wayRetail investors largest segment of buyersHaving a plan to get care when you need it most Businesses are opening, all states…
Change is in the Air
Key Takeaways: A lot of positive signs.Strength of the USD We are still defensive in our portfolios.Confusion between Federal, State and local health mandates.Plan for income taxes to increase eventually. Let’s…
Debt a lot of debt
Key takeaways: In 2008, the Feds defining moment was buying AIG … in 2020 the Fed is buying junk bondsDemand across all categories is down and supply is upFundamentally rebalancing…
Reopening doesn't mean back to normal
Key takeaways: Social distancing will continue even as businesses reopen Expect more volatility in bonds. Know your overall credit risk will be changing. It is hard to own oil directly.…