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As the economy continues to open, many are rightly concerned about what the impact might be if there is a second wave of infection in the fall. In our view
Our new weekly format is designed to provide a clear description of the issue being discussed, our comments regarding that issue, and the investable action
While some might think that investing is purely a rational exercise, that certainly does not seem to be the case for many investors. Emotion and sentiment drive
This week’s update is simply an index of the communications over the course of the last few months as we have all dealt with this pandemic.
As you know, I
Insight on DWM’s Investment Process
I had an interesting conversation with a sophisticated investor this morning asking us about our investment process. His
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 and
Unemployment continued at a record pace with jobs loss numbers approaching unprecedented levels. So why is the market up if unemployment is getting worse? It’s
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 dependent on
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 economy
