One of the lessons I have learned in a long investment career is not to overreact to headlines since ultimate outcomes frequently differ from initial indications. We may currently be experiencing a great example of this phenomenon with regard to income and wealth...
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- Tag: pandemic
I wrote a white paper in May titled The Roaring Twenties that focused on speculation on the part of investors and hyperactive purchase of luxury goods, particularly by consumers in upper income brackets. On the consumer side, that paper cited the boom in...
The pandemic has provided us with a powerful reminder that unpredictable human behavior makes it very difficult to forecast the economy. You may recall that during the economic contraction associated with the lockdown, there were a variety of forecasts as to the trajectory...
The second quarter of 2020 saw a significant rally in risk assets as the world worked to assess the pandemic, provide fiscal and monetary support and began a wide variety of re-opening formats. While portfolios results look better today than they did at...