Lives vs Livelihoods

We expect May to be a pivotal month for the markets as the success or failure of the experimental economic re-opening of certain US states is likely to become clear. Ultimately, the decision to start re-opening our cities and economies requires weighing the competing interests of the negative impact of

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The worst is over

The worst is over. On we go, nowhere but up. Keep the printing presses rolling and the economic and fiscal morphine coming. The global economy is reopening, and the future is bright.  Or is it? Yes, the markets have bounced back hard over the past month, and Q1 earnings season

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