US Economy – Closed for Business?

March 16th, 2020|Comments Off on US Economy – Closed for Business?

The very big picture (a historical perspective): The long-term valuation of the market is commonly measured by the Cyclically Adjusted Price to Earnings ratio, or “CAPE”, [...]

Black Swan?

March 2nd, 2020|Comments Off on Black Swan?

  Nassim Taleb, in his 2001 book ‘Fooled by Randomness’, described ‘Black Swan Events’ as high-profile, hard-to-predict and rare events that are beyond the realm of normal [...]

US Macro Review – January 28, 2020

January 28th, 2020|Comments Off on US Macro Review – January 28, 2020

The very big picture (a historical perspective): The long-term valuation of the market is commonly [...]

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