A Poem by SARS-CoV-2
(as dictated to Rob Thoburn :)) My name is SARS-CoV-2, but you can call me CoV. If we haven’t met formally, I’m sure you’ll come to know me. The orange man in the white house said I’ll just go away, […]
What the gold market says about the economy.
You may have seen headlines implying that the stock market, namely, the S&P 500, is “disconnected” from the economy. What about the gold market? It’s also been on a bit of a tear as of late. Is it getting a […]
A Vaccination Scenario
Investors frequently try to estimate when the economy will broadly be free to recover from the current pandemic. I certainly do so whenever I don my investor hat 🎩, which is much of the time. Ultimately, the answer to the […]
The stock market is not disconnected from the economy. They’re joined at the hip.
Since falling off a cliff in late March, the US stock markets have been on a tear, prompting many to say “the market is disconnected” from the economy.” I think the opposite is true. Here’s why. Consider the S&P 500. […]
Would you take a vaccine that only protects you for 3-4 months?
Consider the following hypothetical scenario. The scientific community rushes to produce a Covid-19 vaccine for the world in record time. They manage to deliver, but there’s a catch: The best estimate is that it will protect you for about 3-4 […]