Weekly Market Commentary November 30, 2020 The Markets Last week, vaccine optimism immunized investors against signs of economic weakness. In previous commentaries we’ve written about narrative economics, which holds that popular stories may affect individual and collective…
Weekly Market Commentary November 23, 2020 The Markets The U.S. economy is like a semi-trailer truck. No one likes being stuck behind a semi at a stoplight because big trucks don’t go from zero to 60 in 2.5…
What an amazing cover we saw on The Economist this past week. Indeed, the vaccine news out of both Pfizer / BioNTech & Moderna blew the doors off the expectations. Many were hoping for a 60-70% efficacy rating on these first…
Weekly Market Commentary November 16, 2020 The Markets Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on a triple word square) and, last week, it was worth a whole lot more than that…
