Last week as we crossed the 200,000 death total in the US we crossed the 6 month anniversary of "15 days to slow the spread" of the Coronavirus. From the outset I have cautioned us from using Hindsight Bias to question decisions made at the time. We've certainly learned
Last week's Musings focused more on the big picture and my message to clients and advisors on where we go next. With that focus a lot of my random thoughts last week were on the long-term impact COVID will have on our economy, the markets, and our lives. We will
Happy Start of Election Season! Now, I know what you might be thinking, there have been countless debates, we’ve seen an endless amount of Michael Bloomberg ads, we’ve seen once popular candidates drop out, we’ve BEEN in Election Season. To which I would say, counting all of
I was chatting with a trader I’ve known since 1999 about the crazy reaction to the election of Donald Trump. He pointed out something most people have missed in the noise following the election:
“You could have called the election right and lost a ton
We have now had a day to digest the “shocking” result of the election. Essentially every model deployed by Wall Street was wrong on the outcome of the election. Worse, their predicted reaction by the market should Donald Trump win was also completely wrong. I do not know
