Note Précis May 29,2020- Not Becalmed But Evolving: Contrary to the sharp equity index and valuation upswings globally from March 2020 lows, we see pandemic health, economic and political issues as not becalmed but instead evolving. Human traumas do elicit initial ranged responses, including saying all is well. Full responses evolve over fullness of time. […]
Note Précis May 1,2020: No Time To Be Coy On Capital Budgeting- Central banks like the Federal Reserve in its April 29,2020 FOMC statement and the European Central Bank have variedly emphasized zero interest rates and quantitative ease including lending to assist liquidity for businesses but solvency appears still at risk. Contrary to skepticisms at […]
Note May 1,2020: No Time To Be Coy On Capital Budgeting- Central banks like the Federal Reserve in its April 29,2020 FOMC statement and the European Central Bank have variedly emphasized zero interest rates and quantitative ease including lending to assist liquidity for businesses but solvency appears still at risk. Contrary to skepticisms at the […]
Note May 29,2020- Not Becalmed But Evolving:
Note May 29,2020- Not Becalmed But Evolving: Contrary to the sharp equity index and valuation upswings globally from March 2020 lows, we see pandemic health, economic and political issues as not becalmed but instead evolving. Human traumas do elicit initial ranged responses, including saying all is well. Full responses evolve over fullness of time. The […]