06/30/2020

Are global economies heading for a V-shaped recovery?

While acknowledging that, in light of the ongoing coronavirus uncertainty, nobody knows exactly how global markets are going to play out, Buchholz argues that what he calls ‘The Great Cessation’ can end with a V-shaped recovery in the US.

06/30/2020

It Ain’t Over ’til It’s Over

The re-openings that have turned problematic in our view will require reassessment of how and what needs to be done to avoid the surges in the virus that have met these first efforts.

06/29/2020

Gold on track for its best quarter since 2016

During the current the coronavirus pandemic and in prior crises, gold has been an effective diversifier and risk reducer in balanced, growth or equity oriented portfolios.