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After a small...
Is the Stock Market Overvalued, Cheap or Just Right? A Debate Valuation metrics can help in investment decisions, but they’re also subject to misuse and misinterpretation. Bloomberg, July 9, 2020...
My morning train WFH reads: • Will Mega-Stimulus Bring Inflation After COVID and Recession Are Gone? Unlikely. Here’s why, despite all that federal money sloshing around in the system, price rises...
Source: Real Economy Blog Joe Brusuelas does some very interesting work in “the middle market,” e.g., midsize companies. His recent analysis of where the Coronavirus is being managed well and...
Source: Birinyi Associates I really enjoy the regular updates the crew at Birinyi do on stock buybacks. In the most recent note, Chris Costelloe observes that “There were 25 new authorizations...
My mid-week morning train WFH reads: • The Pandemic Is the World’s Long Overdue Reality Check: Populists came to power peddling political fantasies—but the coronavirus has broken the fever....
COVID Risk Level Map and COVID Suppression Guidance Source: Pandemics Explained How severe is the pandemic where you live? Browse the COVID Risk Levels Dashboard It was created by a stellar...
A little inside baseball on something that has been a long time coming: We launched a newly redesigned RWM corporate site. In a firm anniversary post last year, I discussed why it was...
My Two-for-Tuesday morning train WFH reads: • Unemployment Expected to Reach Highest Level Since Great Depression (Wall Street Journal) see also Europe Sees Deeper Slump in New Warning on Uneven...
In a letter...