Ending the Economic Lockdown A side effect, even a side benefit, of the coronavirus lockdown has been a cleaner, more tranquil planet.  Smog and traffic prob...

A colleague of mine in Boston once described the stock market, colorfully, yet accurately, as a "shit-seeking missile".  By that, he meant that the market alw...

Some of my clients pushed back on my last blog post. They told me that I was being overly cavalier about the danger of the Coronavirus and the urgent need t...

Last week, I learned something which further darkened my opinion of virus data.  I spoke with my Swiss client, who reads Swiss news and sees the world from a...

In a time of a medical and financial crisis, it's good to read up on history.  During periods of fear, some people predict, often persuasively, that the sky w...

I would like to express my opinion that we are in a good, old-fashioned market panic.  At some point, calmer, more rational heads will prevail, and the marke...

I don't need to tell you that the stock market went down by 12% this week (and still counting).  By now, we've all heard about the Corona virus.  On top of t...