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The Transcript 03.01.20

The Transcript 03.01.20

Covid cases are dropping, vaccines are being administered and warmer weather is coming.  Fatigued consumers are ready to return to normal.  We especially miss traveling.

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The Transcript 02.22.21

The Transcript 02.22.21

Vaccines continue to be administered and supply will likely open up, even more, starting in April. Consumers have been dreaming of a return to normal and we appear to be at the cusp. The result of vaccination could be an…

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The Transcript 02.15.2020

The Transcript 02.15.2020

Animal spirits are driving momentum across the economy, especially in capital markets. There's hundreds of billions of dollars waiting to be invested via vehicles like SPACs. Valuations are extreme, yet they are justified by low interest rates. Meanwhile demand is…

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The Transcript 02.08.21

The Transcript 02.08.21

It's hard to believe that we're approaching a year since the US economy shut down due to COVID. Vaccines continue to roll out though and people are ready to have fun. Strong demand is putting pressure on COVID-impacted supply chains…

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The Transcript 02.01.20

The Transcript 02.01.20

Markets went haywire last week thanks (so the story goes) to some retail traders in a Reddit forum led by a man named Roaring Kitty.  It was hard to pay attention to much of anything else in capital markets, but…

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