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
I had my annual medical check-up this morning. With that in mind, I thought I'd do a quick check-up on the market.
Stocks are VERY Overvalued
The S&P 500 has dropped nearly 8% since September 1. This isn't the first time it's dropped this much during the parabolic
While most of the country has been back in school for a few weeks, here in Virginia it's the first day of school. While we've had much more time to prepare than the disaster we had during the final quarter last year where I'm pretty sure few kids learned anything
The Oscars, the Grammys, the Emmys, the Tonys, and the Kansas City Fed Monetary Policy Symposium.......What do these annual events have in common? In each of their respective industries they have become THE annual event everyone looks forward to.
In the financial markets the Symposium is simply known as
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