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Monthly Archives: March 2020
Michael Osterholm, Ph.D.: COVID-19—Lessons, challenges, optimism, concerns
Michael Osterholm appeared on Joe Rogan’s podcast on March 11 which I posted here. At that point, reported COVID-19 infections worldwide were 121,000 compared with 838,061 today as per the latest John Hopkins update here. In this new discussion, Dr. … Continue reading
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Predictable: hedge funds start freezing redemptions
There are many teachable moments in the present financial distress. For one, it should be noted that long-always funds and managers did not stop accepting new client money nor piling it into recklessly priced assets in the last few years, … Continue reading
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Good outcome from pandemic shock: buybacks have slowed dramatically
Corporations buying back their own shares was the largest source of equity demand manufactured in the 2009 to 2019 expansion cycle. Borrowing funds to do so was the go-to genius financial gimmick to boost prices and earnings per share. It … Continue reading
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