Day: August 2, 2021

While we are likely at the beginning of a long-term (secular) period of inflation, in the near term, we seem to be experiencing deflation as seen in financial markets. I…

There is a situation developing in the macro picture that I thought warranted a quick note. As you are likely aware, one of the bear camp’s major arguments is that…

As people have become more comfortable leaving their homes again, major global economies and their industries are riding gains on the path to a return to normal. But ride-sharing companies…