The financial markets seems to think the pandemic has been good for some stocks, and it is probably right. While the human suffering from COVID-19 is real, Wall Street is not the place for a moral argument.
May 22, 2020
Will the reopening of the economy work? The market seems to think so. What are the risks?
May 21, 2020
Will COVID-19 and the lockdown hasten disruption of economic…
May 18, 2020
What I Learned About Fear in the Markets after 9/11 and 2009
May 13, 2020
I went to Omaha for the Berkshire Hathaway meeting. Here's what I learned.
May 12, 2020
Thoughts on Potential Coronavirus Impact On Markets
May 11, 2020
What a Beatles song might teach us about markets.
What I Learned From Warren Buffett Even While Stuck At Home This Year
May 8, 2020
Warren Buffett puts America's successes and challenges in historical perspective.
It is wrong for the markets to soar amidst record unemployment or is…
The Fed ponders its next move...
Is the unemployment situation direr than we thought?
This would be a pretty big deal...
May 15, 2020
I have to say, I thought this number would be worse.
My friend Matt Sauer says the Fed and the economy are out of sync.…
Sloppy finish to the trading day today... VIX jumped back up above 30…
Crazy spike in grocery costs: