July 8, 2020

Monetary policy decisions have worked out favorably since the start of the pandemic. Capital was made cheap for those in need of it and returns became scarce, requiring capital holders to look for return in riskier places. Money in circulation soared in the second quarter as a result of the

June 8, 2020

The pandemic of COVID-19 remains a relevant topic weighing on the concerns of public-safety and in financial economics. Improvements in the number of daily cases are being made in North America and Europe, but new cases are growing in many of the emerging market economies. The pandemic recovery phase is

May 18, 2020

Life has changed; how do we adapt without losing sight of what we want to achieve? As you’ve heard me say before, no one knows how the future will play out, but we should still look ahead and think through the consequences of what’s happening. (More about this kind of

May 11, 2020

Imagine this… There’s a burglary in your neighborhood (not your house fortunately), but you have a 2-week trip planned and no one will be home. What do you do to protect your home while you’re away? Do you take precautionary measures? Talk to neighbors and ask them to keep an

May 8, 2020

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May 7, 2020

The effects of the Coronavirus crisis are now beginning to show up in earnings and economic data. Economic numbers have deteriorated, but shrinking economies come as no surprise to anyone given the widespread impacts of COVID-19. The US economy contracted at an annualized rate of -4.8% in the first quarter

May 4, 2020

 What the “new” world could look like…   Hello there! I hope you’re safe and well. It’s been 8 weeks since we shuttered the office and started working from home and, like many, I’m feeling the strain of upended life. How about you? Are you ready to venture out again?

April 28, 2020

Do we reopen or wait? Are we past the peak? Or just over the first summit of a mountain range? Are we safe yet? So much is unknown. After weeks of restrictions, it’s easy to feel that we’re swirling in a maelstrom of uncertainty, helpless to make decisions when so