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Perspective Backed By Years Of Experience

Latest Weekly Summary

“Leaving Normal… Heading for Who Knows Where”

Although recent increases in COVID-19 infections – most recently notable in Europe – are of great concern, we suppose that vaccination rates will prove to be high enough to lessen dramatically the probability of lockdowns and substantially lower mobility. Hospitalization rates also have been increasing, but at much lower rates than those experienced pre-vaccines. The expected approval of “COVID-19 pills” developed by Merck and Pfizer could reduce even further the negative effects of increased infection rates. We expect that these worrisome trends will not be able to derail significantly projected robust economic growth.

Previous Week’s Issues

“Gimme Shelter”

“Gimme Shelter”

We believe that the inflationary pressures on goods pricing will continue as supply chains remain constrained. It is too early to assume that we have seen the peak in supply constraints and disruptions.

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Help Wanted: Outstanding Global Weather Forecaster

Help Wanted: Outstanding Global Weather Forecaster

We believe that the upcoming winter temperatures will be determinative in regard to economic growth rates, as well as the levels and persistence of inflation for at least the intermediate term. We expect interest rates to continue their ascent as inflation proves to be more persistent and higher than generally assumed.

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Will Energy be the New Delta?

Will Energy be the New Delta?

Global government policies that encourage the development of “renewable” sources of energy will continue to be very uncertain as to when tangible results that would help solve many of our energy issues will be forthcoming. We expect that China’s increasing regulations and scrutiny over its economy could become more unpredictable in terms of their content and timing.

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‘Fed Speak’ Confirms Rotation

‘Fed Speak’ Confirms Rotation

We believe that the Fed is now “all in” regarding looking through the negative effects of the Delta variant. We surmise that the Fed anticipates, as we do, that this variant will become more manageable in the near future.

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Fireside Chat: The Cryptocurrency Craze

Fireside Chat: The Cryptocurrency Craze

Hosted by Rob Sechan, panelists Tom Lee and Anthony Scaramucci discussed an overview of the cryptocurrency market, the outlook for the market in 2021 and the future, as well as insights on how individual investors can gain exposure to this burgeoning asset class within their own portfolio.

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