Insight on DWM’s Investment Process
I had an interesting conversation with a sophisticated investor this morning asking us about our investment process
V or U or Swoosh
You hear often about a V or U-shaped recovery for the economy as the country begins to reopen. I've said for quite some time that I do not
The Beginning of Reopening the Country
Everyone's goal is to get moving again towards something more normal. Its beginning this month across the country
Unemployment continued at a record pace with jobs loss numbers approaching unprecedented levels. So why is the market up if unemployment is getting worse
With the United States in shutdown mode, the health of the U.S. economy will be significantly impacted in a historic way. Because the economy is so
The Federal Reserve held a virtual press conference for the first time in history. It was imperative that it be remote given current pandemic conditions
The last significant financial crisis occurred in 2008-2009 when the collapsing banking sector, impacted by an overbought housing market, plunged the US
Volatility
Crazy markets continue with market volatility still at high levels. Oil prices have moved dramatically, and equity markets continue their up-and
Remember the shocking news that the US deficit was scheduled in 2020 to hit $1 trillion?
It was an unbelievable number and certainly alarming to those
It certainly is a relief to see that on the health front things are beginning to peak. It's safe to say that the unprecedented action taken by the public is
With headlines related to the economy and COVID-19 news coming so quickly, it makes for difficult short- term investment conditions. This challenging
