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…
MACM Q4 2019 Newsletter
For our recent take on the market and economic landscape, take a read of the 4th Quarter 2019 newsletter from Mitchell Anthony Capital Management here.
The Impeachment Mistake
Phew! What a couple weeks it has been. Yet for all the testimony and fanfare, Democrats seem to have little to show for their impeachment effort (all at the taxpayer’s expense, no less). At best, there have been witnesses that gave merely their own perceptions that there was a quid pro quo (or “bribe”). At…
Warren’s Fantasyland
Having been goaded by her democratic opponents for long enough, Democratic candidate Elizabeth Warren has finally released the “math” for her Medicare-for-All health plan. I use quotes here because the plan seems largely a fantasy, unlikely to compute in the end. For the candidate who has been the poll favorite, and who is perhaps best…