The backside of the coronavirus storm

The eye of this economic and healthcare storm has passed over us and we are just now getting hit with the backside of the storm. And so, as I await the initial jobless claims report at 8:30 Am EDT, the question is: how bad will it be? But…

In the eye of the coronavirus storm

The phase of Knightian Uncertainty ends soon I am going to keep it brief today because the sense I have had for the last few days is that we have finally reached a news plateau on this pandemic. The news flow is horrific, with alarming…

Are equities bottoming?

I want to present two sides of the argument that equities are putting in a bottom. I think there's no doubt that equities are trying to put in a bottom, simply because equity markets are deeply oversold after the massive downdraft in…

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