When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line, Exhibit 1), we simulated different scenarios that forecast potential vaccine uptake by YE21 (black lines, Exhibit 1) which could lead to herd immunity (see our note here). In our analysis, we consider only the US population aged 12+ years (~280M),as we…
Humans are addicted to doomsday narratives. I’ve noticed that sometimes people WANT things to be worse than they are,...
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
Three big things you need to know: First, across the globe most of our analysts are optimistic on performance...
If there has been a lesson from the markets over the last several weeks and since the mid-July all-time...
The coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly...
Closing out the 1st week of earnings season found the major averages higher last week. In the wake of...
With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster...
Do you remember when Hewlett-Packard (HPQ) acquired Palm for $1bn in 2010, likely just prior to Palm going bankrupt after several...
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