As the OCIO Industry Grows, Calls for Transparency and Standards Get Louder (FundFire)
In a recent interview with FundFire, I spoke with author Aziza Kasumov for a piece recently published in FundFire in which I…
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…
Twin Peaks?