The world is now reopening from the coronavirus shutdown and starting to pick up the pieces of abruptly shuttered lives and businesses. The landscape presents a grim view indeed, as the economic toll of the virus is tallied. Mass unemployment,… Read More »Wall Street…or Main Street?
Words are woefully inadequate to describe the coronavirus earthquake which has tilted the earth on its axis. Coronavirus has created a rare demand and supply side shock, and the widespread shutdown efforts globally have created the first recession by government… Read More »Bridge to the Future
The world’s central banks are running scared. Their attempts to reduce artificial liquidity provision to the financial systems have run into the twin roadblocks of the trade war induced global slowdown, and a freeze-up in the short-term funding markets. Far… Read More »A Demon of Our Own Design
With apologies to Clement Clark Moore, the author of “A Visit from St. Nicholas” we have updated his timeless poem for “modern times”…. – Andre Ratkai, CFA ‘Twas the night before Christmas, and all throughout Wall Street Investors anxiously waited… Read More »The Night Before Christmas (Remix)