Are Soaring Growth Estimates Already Priced In? | April 10, 2021

Are Soaring Growth Estimates Already Priced In? GDP Growth is expected to soar based on vaccination progress, consumer recovery and an easy comparison with last year. With a fresh run of stimulus checks delivered, or about to be delivered, and pandemic fatigue rampant, it isn’t hard to imagine at least a mini-boom over the next […]
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Economy: Full Steam Ahead | April 3, 2021

Economy: Full Steam Ahead Unemployment remains high, but continuing claims remain in a downtrend. GDP is not back to pre-pandemic trendline, but early indicators say we are getting close. After the massive GDP decline last year, we should expect well above trendline growth this year as long as the vaccines work their magic. Investors remain […]
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