Some feared there would be a depression because of the virus, but instead the lost GDP ground will be less than the prior three recessions.

Short sellers help the market function. They have mostly disappeared which is bad for the market. When it falls, there will be less buyers…

Without the parts of the economy that have tanked because of COVID-19, Q3 S&P 500 earnings growth would have been positive.

Over 14 million people might not be able to pay their rent. The economy will have a rough winter before we see any improvements.

It’s almost inevitable that consumer spending will weaken further in the next few weeks because economic restrictions are coming.

Europe’s economy is tanking due to shutdowns and the US is experiencing record high hospitalizations.

Don’t ignore factor investing because it has been driving huge moves this year. It should impact your positioning.

In both Europe and America, the labor force participation rate fell more than it did after the financial crisis.

The jobless claims report showed a lot of improvement even though COVID-19 is spiking worse than the summer.

We went from the longest string of readings with more bears than bulls to a multi-year high in optimism within a few weeks.