1918 Flu Pandemic depressed the economy, but public health interventions did not. Dots represent city-level 1918 influenza mortality and manufacturing employment growth around the 1918 Flu...
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1918 Flu Pandemic depressed the economy, but public health interventions did not. Dots represent city-level 1918 influenza mortality and manufacturing employment growth around the 1918 Flu...
Source: Newmark Knight Frank Interesting piece of Real Estate related research from Newmark Knight Frank. (Check out the full piece here) Thanks, Alyssa! Housing Availability Post-crisis...
My morning train WFH reads: • China Concealed Coronavirus Outbreak Extent: U.S. Intelligence (Bloomberg) • The State of the American Business (Irrelevant Investor) • How Epidemics of the Past...
New treatments under development for COVID-19 Source: Artis Ventures via Visual Capitalist Very interesting set of data points on current research in three areas: Diagnostics: Quickly and...
Maybe Coronavirus Didn’t End the Bull Market Every rally or bust has large counter moves that may not be a real break from underlying trends. Bloomberg, April 1, 2020 Is the current...
My no patience for April Fool’s Day and the rent is due morning train WFH reads: • Wolf: The tragedy of two failing superpowers (Financial Times) • Was That the Bottom? (Of Dollars And Data) •...
The Anatomy of the $2 Trillion COVID-19 Stimulus Bill Source: Visual Capitalist Terrific breakdown of the $2 trillion stimulus plan signed into law last week. The distribution looks like...
A number of media outlets, including Barron’s, CNN, and Marketwatch, have suggested that the 20% move off of the lows qualifies as a new bull market. Does it really? To find out, I reached out via...
My Two-for-Tuesday morning train home reads: • This Is Not the Apocalypse You Were Looking For: Pop culture has been inundated with catastrophe porn for decades. None of it has prepared us for our...
Click to see updated map of state and city “Shelter-in-Place” directives Source: NYT 261 million people in at least 31 states, 82 counties, 18 cities, the District of Columbia and Puerto Rico...