In his quarterly newsletter, David acknowledges that there is plenty we don't know about how the COVID crisis will evolve but we do know that the economy will not dry up and blow away. While it will contract by possibly an unprecedented amount and not all companies will survive, people will return to return to their prior way of life and companies will need to meet those demands.
By David Baskin|2020-01-13T13:59:52-05:00January 13th, 2020|
In his year end newsletter, David discusses why, while deep into the longest continuous period of economic expansion in U.S history, the markets produced remarkable gains in 2019 and what clues this can give us to possible future performance.
By David Baskin|2019-10-17T11:03:34-04:00October 17th, 2019|
I have often told our clients that the best thing about my job is that I get to think about a very wide range of problems, challenges and opportunities that could affect the economy, and their investments. Obviously climate [...]
The old cliché that markets climb a wall of worry is as true today is it ever has been but, are we too worried? In this quarter end newsletter, David talks about what's causing him to lose sleep and suggests that a little bit of worry is not necessarily a bad thing.