Logos LP commentary for the month of September 2020, titled, “Everything is F*cked”, discussing the COVID-19 evolution, vaccines, hope and…
Continue ReadingCoronavirus stimulus checks: Package to result in ‘much bigger bounce’ in stock market
There is a growing demand for a coronavirus relief package, but Democrats and Republicans have yet to reach a deal.…
Continue ReadingDallas Fed: “Texas Manufacturing Recovery Picks Up Steam” in September
From the Dallas Fed: Texas Manufacturing Recovery Picks Up Steam Texas factory activity expanded in September for the fourth month…
Continue ReadingCharlie Munger’s Math: Lose A Negative, Gain A Positive
In fourth grade subtracting negative numbers perplexed me. Get The Full Series in PDF Get the entire 10-part series on…
Continue ReadingPrivate Equity Can Boost the Covid-19 Economy
Everybody hates the Private Equity industry. The public and the media perceive them as greedy pirates who strip companies of their…
Continue ReadingCoronavirus stimulus checks: Will there be a deal now? Pelosi optimistic
It was reported last week that House Speaker Nancy Pelosi and Treasury Secretary Steven Mnuchin have agreed to resume negotiations.…
Continue ReadingAt the Edge of Chaos: Possible V Bottom Ahead; Watch the Algos and the Fed
In a market controlled by algorithmic traders (algos), any bottom can be a V bottom – or not. So, instead…
Continue ReadingSeptember 27 COVID-19 Test Results
The US is now mostly reporting over 700,000 tests per day. Based on the experience of other countries, the percent…
Continue ReadingCommercial Real Estate Scarring
Here is an article related to some of the commercial real estate (CRE) scarring from the pandemic recession. From the…
Continue Reading5 truths about the second round of coronavirus stimulus checks
Whether or not Congress will be able to issue another coronavirus relief package or if there will be another round…
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