Connecting the Dots, March 2020

Coronavirus Is Trade War on Steroids

March 31, 2020

“The new coronavirus is changing everything,” say many pundits.

Coronavirus Stimulus Is an Investment in Life

March 24, 2020

Following the coronavirus news from home? Good for you. Home is where we should all be, except for medical, food, public safety, and other essential workers.

Coronavirus Clarifies Priorities

March 17, 2020

Bought any groceries lately? You probably weren’t alone. Nor were you surrounded by crazy people. The store mobs are perfectly rational, given recent events.

Lockdown Risk and Viral Attitudes

March 10, 2020

Financial professionals talk about all kinds of risk: credit risk, interest rate risk, political risk, inflation risk… the list goes on. Now, we have a new one.

How COVID-19 Leads to 2008-Style Bank Crisis

March 3, 2020

The COVID-19 virus is pushing an economy that was already approaching a cliff. Will it go over the edge?