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The Stimulus is Coming...We Think
In this video we try to give context to our assertions that Congress will soon pass a bill that is likely to be around 2 Trillion dollars...
Aug 7, 2020
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Market Insights
Beating the Bubble
We believe that funding budget deficits by the Federal Reserve printing money could result in an equity market bubble...
Jul 31, 2020
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Market Insights
Full Interview with Yahoo Finance; 7.17.20
In our talk with Yahoo Finance we discuss what could be the catalyst for a market pull back and how we think investors...
Jul 17, 2020
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Interviews
COVID-19 Moves to the Suburbs
Jun 16, 2020
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Strategic Insights
Betting on a Vaccine
The risk of a second spike in US infection rates makes a sustainable US economic recovery potentially dependent upon...
May 22, 2020
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Interviews
US & China: The Next Chapter in the Trade War
Michael discuss the rising tensions between the US and China.
May 22, 2020
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Interviews
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Playing Investment Chicken with The Fed on Inflation
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