Author: Jim Scheinberg

Twin Peaks?

Summer 2020 Market & Economic Commentary The recent recovery in the capital markets has been nothing short of miraculous. Yes, the economy…

COVID-19 Update | Opening Act

As states and countries begin to reopen, virus case numbers continue to move in the right direction. Continental Western Europe is following…

The Virus That Broke the Program

Spring 2020 Market & Economic Commentary By: Jim Scheinberg – May 8, 2020 If you are reading this quarterly commentary, you know…

COVID-19 Update | All “Flat” No “Curve”

It was a relatively quiet week in the debt and equity markets, with the S&P 500 and the yield on the 10-year…

COVID-19 Update | Where Are We?

January 17, 2018. That was the day that the S&P 500 claimed the 2800 level for the first time. And it wasn’t…

COVID-19 Update: The N̶e̶w̶s̶ Data is Mostly Good

First off, it’s time to call a spade a spade. When the Trump administration publicly projected 100,000 to 240,000 deaths in the…

COVID-19 Update | Flying Blind

I’m a pilot. I learned to fly 30 years ago. All of my flying experience has been done in what’s known as…

COVID-19 Update: Italy Improves, Potentially Signaling Virus Suppression Is Coming Soon

We have yet another day of better news out of Italy. New cases there have clearly leveled out and are now potentially…

COVID-19 Update | The CARES Act & The Virus’s Progression

This week has brought us some welcome clarity in a few areas of the virus-related fog, as well as some relief in…

COVID-19 Update | A Data Driven Analysis

As I mentioned in our letter to clients last Friday, these are unprecedented times. I again want to acknowledge that the SARS-CoV-2…