My Two-for-Tuesday morning train WFH reads: • In Race for Small-Business Loans, Winning Hinged on Where Firms Bank (Wall Street Journal) compare & contrast China’s credit push struggles as banks weigh risks of lending to…

When James Montier was hired at, GMO, co-founder and chief strategist Jeremy Grantham told him to “pound the table” when he believes “things get cheap” or any time an opportunity arises. “Pounding the table” is…

My mid-week morning train WFH reads: • Collapse of a Sector: Over the past 40 years, energy stocks went from 30% -> 3% of the S&P 500. They now make up none of the top…

Trend Break

Source:  JPMorgan     I have been showing various graphs from the Big Book of Charts – or as it is formally known, JP Morgan’s quarterly interactive “Guide to the Markets” — for at least…

From Becker Friedman Institute: We study the effects of news coverage of the novel coronavirus by the two most widely-viewed cable news shows in the United States — Hannity and Tucker Carlson Tonight, both on…