Much has changed in the span of just three months with respect to the Coronavirus. In my last update, I mulled how a reopening might play out. Indeed, it came to pass somewhat as anticipated, with reopenings happening in phases, largely driven by regional state and county initiatives. The result was a patchwork reopening, with…
Coronavirus: The Path Forward
The US has been effectively shut-down almost overnight as a result of the Coronavirus. Jobless claims have soared by weekly figures never before seen in the history of our country. Indeed, the US response to slow the spread of the virus has been blunt and far-reaching. With an estimated 95% of the American population largely…
Beat the Bogey: Coronavirus
Beat the Bogey is MACM’s YouTube series about investing, markets, the economy, and more. In this week’s episode, we explore the ongoing Coronavirus story. What is the Coronavirus exactly? How is it being managed? What impact will it have on the markets both now and in the future? Tune in to find out!
Pulse Check: State of the Union
Don’t let the Coronavirus scare, impeachment fight, and other headlines distract you. As President Trump put it this past Tuesday – the state of our Union is stronger than ever before. By many accounts he’s right – and the truth is in the data. Here’s a sample of recent polls done by Gallup for a…
Coronavirus – What History Tells Us
Stocks were deeply in the red again on Monday as fears over the recent Coronavirus outbreak continued to spread. Will the market continue to plummet? What should investors expect going forward? I’ve compiled a series of historical charts to help make sense of what might happen next. But first, a primer on Coronaviruses, generally: Now,…
The Experience Economy
In an economic cycle, consumption themes generally emerge and represent a key part of economic growth and investment opportunity. In the 2000’s, for example, home buying saw tremendous demand and was a core consumption theme. As a result, investments in housing saw strong returns (before the eventual bust, of course). Today’s economic environment doesn’t seem…