Microbes, Markets, and the Dragon

Microbes, Markets, and the Dragon

The coronavirus outbreak in China, named COVID-19 by WHO, is understandably dominating news coverage and depressing Chinese risk plays. Since 12/9/2019 when the first coronavirus case was announced from the City of Wuhan, confirmed cases have risen rapidly to over 40,000 as of this report.

Impacts of a Rejuvenating Workforce

Impacts of a Rejuvenating Workforce

As the secular bull market in long term treasury bonds approaches its 40th year, the consensus around falling interest rates has morphed from a shared opinion to an accepted reality.  Reputations and fortunes have been made and lost by adherents and skeptics respectively.