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We’ve seen a spike in valuations like the rally in 2009, but the key difference here is multiples are much higher because of growth stocks.

Jobless claims are simply too high. They have been falling for 7 weeks, but they didn’t fall enough this past week. The unemployment rate is well over 20%.

The Fed Minutes are much closer to reality than the stock market. Stocks have done so well that people think stocks would be lower if COVID-19 didn’t occur.

The NY Fed weekly economic index is still falling. The savings rate is projected to spike despite the increased speculation in stocks.

A balanced view on everything from reopening, growth vs value, stock market outperformance and the new normal. Or is it a new normal?

Consumers expect higher inflation in next year and 5 years as stocks with the best balance sheets have outperformed highly indebted low credit rating firms.

Initial jobless claims have been steadily falling for 6 weeks. At this rate, the unemployment rate might end up very close to its peak in the May report.

Many people working part time for economic reasons in April were working full time in March. The good news is the latest economic data is improving.

Reality is here in the NFIB small business sentiment report as business is terrible. The only thing keeping the index up is optimism on the future economy.

Those with a college degree, a group usually immune to recessions, are hurting during this crisis marking the first time this group had this much pain.