Tag: Coronavirus

Quick Update On COVID and SPX

I was reading a very interesting article yesterday on the progress of COVID-19 and it was interesting not so much because of what was said, as for the decent quality numbers that it was quoting on COVID-19 exposures in the US population, and the fatality rate from the now decently sized statistical sample of exposed...

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Tag: Coronavirus

Invisible Sun

I've been hesitating about doing another post on COVID and the impact on the economy, and likely further impact on markets this year, because in the run up to the US presidential election almost any comment on these issues seems to be taken as pitching in for one side or the other in the election....

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Tag: Coronavirus

Full Of Sound And Fury, Signifying Nothing

It's been an exciting week, with wild moves, bold pronouncements about markets, terrible economic news, expectations about interventions by governments, the number of US confirmed cases of COVID-19 climbing over a million, deaths from COVID-19 in the US climbing over 60,000 and over 235,000 worldwide. Exhausting and TGIF. So what happened on the SPX over...

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Tag: Coronavirus

The Power Of Faith

I have a gap in my work schedule this morning as we wait for the Fed this afternoon, so I thought I'd do a quick update on the inflection point that SPX has reached today, and talk about why the still very pervasive faith in the power of the Fed to keep asset prices up...

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Tag: Coronavirus

An Overflow Of Good Converts To Bad

I have a Shakespeare theme with the title today, which is a quote from Richard III. I am a lifelong Shakespeare lover and have been using some of my quarantine time watching film versions of some of his plays, of which I have about thirty or so in total, many of which were beautifully done....

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Tag: Coronavirus

Silent Spring

My last few posts have been a coronavirus COVID-19 series, so I'm putting in the links here so as to refer back to them easily for now. These are the ten posts so far. I'm planning to finish this series with a post on the likely economic impact of COVID-19 over the coming year, and...

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Tag: Coronavirus

The Second Mouse

My last few posts have been a coronavirus COVID-19 series, so I'm putting in the links here so as to refer back to them easily for now. These are the nine posts so far. 18th February - Peering Through The Fog Around Coronavirus COVID-19 24th February - Some Genuine Coronavirus Numbers Coming Through 28th February...

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Tag: Coronavirus

The Ghost Of 1987

My last few posts have been a coronavirus COVID-19 series, so I'm putting in the links here so as to refer back to them easily for now. These are the seven posts so far. 18th February - Peering Through The Fog Around Coronavirus COVID-19 24th February - Some Genuine Coronavirus Numbers Coming Through 28th February...

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Tag: Coronavirus

A Short History Of Market Crashes

My last few posts have been a coronavirus COVID-19 series, so I'm putting in the links here so as to refer back to them easily for now. These are the six posts so far. 18th February - Peering Through The Fog Around Coronavirus COVID-19 24th February - Some Genuine Coronavirus Numbers Coming Through 28th February...

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Tag: Coronavirus

A Short History Of Superflu Pandemics

My last few posts have been a coronavirus COVID-19 series, so I'm putting in the links here so as to refer back to them easily for now. These are the six posts so far. 18th February - Peering Through The Fog Around Coronavirus COVID-19 24th February - Some Genuine Coronavirus Numbers Coming Through 28th February...

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