WHAT WE’RE THINKING & SEEING

Knowing you’re very busy and bombarded with messages, we’ll keep our comments and observations short. If you want more detail, please don’t hesitate to ask us questions

2020: A Stunning First Four Months!

Three events account for the S&P 500’s spectacular recovery.

1. Massive fiscal and monetary support for credit markets, companies and the economy.
2. Hope for the continued progress in taming the coronavirus pandemic, especially the prospect of reopening the economy and potentially viable drug therapies.
3. Fear of Missing Out (FOMO, for short).

Operations Update: Working from Home

The past several emails from NWCM to clients have focused on the pandemic and on the bear market. Staff have been getting an extra hour or two of sleep lately with the recent market rally. (Hopefully, clients have been sleeping better, too!) In the near future, client emails will most likely revert to our thoughts […]

“Almost There” Highlights of the CARES Act

We should be on the verge of the start of MLB baseball season, with all the anticipation generated by spring training nearly behind us. Like a runner stranded on third base, we are yearning to “cross home plate” in our contest with the COVID-19 Pandemic. We want to hear our beleaguered healthcare professionals have enough […]

Waiting for Good News

“The optimist sees the doughnut; the pessimist sees the hole.” ― Oscar Wilde “If you change the way you look at things, the things you look at change.” ― Wayne Dyer Over the past several weeks we all have been inundated with information and news, both on the COVID-19’s ability to create a devastating health […]