Insights

Laser-Focused on the New Normal

The coronavirus has played havoc in our lives resulting in mindset shifts around how we go about our daily activities such as shopping, education, work, entertainment and so much more.... Continue reading

A New Economic Cycle Has Begun

Recent economic statistics, especially the employment data, support our thesis that a new economic cycle has begun. It does not matter whether it is an elongated U,U or V  as... Continue reading

Doubling Down on the New Normal Winners

The number of coronavirus cases has risen beyond past peak levels reached in April. As we all know, states and individuals have not remained vigilant. The death rate has not... Continue reading

Onwards and Upwards

While the markets want a V recovery, all signs point to a fast start off the bottom with the trajectory shifting to a slow but steady improvement in economic activity... Continue reading