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June 30, 2020 – Weekly Insights

The Half-Way Point of the Year ‘Did I miss anything?’ –Daniel Thorson Emerging from a 75 day silent retreat in early June, Daniel Thorson asked the question through a tweet:  “Did I Miss anything?” In early March this year, Thorson had voluntarily cut himself off from society and remained isolated in a remote cabin in northwestern […]

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June 22, 2020 – Weekly Insights

Economic Outlook – Gregory J. Hahn, CFA We began the year 2020 with the record economic expansion showing signs of slowing. This economic slowdown was partly through its own inertia and was compounded by a tariff war with China. However, in 60 days, the world changed. By mid-March large segments of the economy were being […]

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June 15, 2020 – Weekly Insights

Continuing to Navigate the Coronavirus – Gregory J. Hahn, CFA In order to begin to understand the capital markets, we must first acknowledge that we are living through not one, but two experiments. The first experiment is the extreme monetary policy that has been applied to help stimulate economic growth after the halt in economic […]

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June 8, 2020 – Five Stock Picks for a Recovery

Weekly Insights – June 8, 2020 After hitting an historic rate of 14.7% in April, unemployment retreated to 13.3% in May, which was a significant surprise in an economy decimated by the coronavirus. Economic demand will be a function of the movement of the COVID-19 virus. Even though the number of coronavirus cases is declining, […]

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