April 2020
The Covid-19 health crisis continues to evolve globally, and slowly we are learning more about the virus.  There have been quite a few serology studies in various regions of the country, where they are examining how many people possess Covid-19 antibodies.  The results of the studies seem to indicate that the true number of infected...
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April 16th, 2020 is a big day for our country.  There is now a plan to begin reopening the country.  The decision will ultimately fall to the Governors of the states.  The pace of reopening will be determined by the situation impacting each state, as opposed to one process for the whole country.  Reopening in...
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This week, earnings began coming out in abundance, starting with many of the Big Banks.  I’ve gotten through J.P. Morgan, Wells Fargo, Bank of America, and Citigroup.  Research reports will be forthcoming.  I will tell you that I am incredibly encouraged.  All 4 banks were profitable, despite posting dramatic and expected reserves to account for...
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The vicious Covid-19 Pandemic is one of the most interesting and tragic times in history.  Right now, we are at an inflection point.  New cases, hospitalizations and deaths, are declining in Spain and Italy.  Deaths are likely peaking this week and early next week in our hardest hit areas of New York and New Jersey. ...
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While we are likely in the peak period for deaths in hard-hit New York and New Jersey from Covid-19, there are signs of hope emerging.  The NYC confirmed case daily growth rate has declined.  Governor Andrew Cuomo said that “the number of deaths has been dropping for the first time.” While too early to get...
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