• More Hot Spots

    February 24, 2020

    Just when you thought it was safe to travel to Italy, Japan, South Korea and Iran. Could the incubation period for COVID-19 be up to 28 days, or are global travelers not taking enough precautions? Until we know the answers and have a supertanker full of the vaccine, these hot spot outbreaks are likely going to continue.

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  • Stocks and Ski Lifts

    February 18, 2020

    The S&P 500 wasn’t the only thing climbing to highs last week. Colorado ski lifts were also busy carrying those who were out for the long weekend. Some of our most popular resorts have had twenty feet of snowfall this season which means all of the bowls are open for epic adventurers. If you are headed out for Spring Break soon, enjoy the conditions. Our head trader, Jason, can point you to the best bowls for your next trip.

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  • China Clouds Lifting?

    February 10, 2020

    The U.S. stock market is not waiting for the sky to clear. It is marching to new highs at its own beat. Some still fear a coronavirus acceleration, but all this market sees is more global central bank stimulus, lower interest rates and another reason to buy. Just as it has with other Global Macro shocks, the U.S. stock market is using the virus fears to reload its best stock ideas.

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  • Peak Coronavirus

    February 3, 2020

    With the weekend’s new cases and fatality data being released, it now appears that the Coronavirus has no longer adopted an exponential trajectory. Foreign new case numbers are slowing and there are those who have recovered from the virus. That said, the virus will continue to infect and more lives will be lost, but for now it appears that the worst case scenario will be avoided. Of course in slowing the spread, the world has also slowed the global economy for the quarter.

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  • The Trail Turns Darker...

    January 27, 2020

    Just when the weather for investing looked perfect, someone decided it would be a good idea to order from the ‘Very Exotic Meat’ section of Grubhub’s Wuhan menu. Even though many had warned the city that something like this could occur, the wild meats markets were allowed to continue to operate. Now the whole world gets to participate in the very bad last supper of some adventurous diner.

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