Recovery Just Ahead

Recovery Just Ahead

COVID-19 stopped the longest expansion since World War II. It was the sharpest recession and a very quick drop even moving 12% to the downside in just one-day (Source: Standard & Poor’s data through August 6, 2020). In hindsight, however, many economists...
The Future of Travel

The Future of Travel

A crisis has a way of giving you clarity. It challenges us to go back to the basics, re-discover our roots, and reflect on what is important. One thing we have all missed during quarantine was human connection – seeing people in 3-D and not just 2-D on a screen. The...
Is the Coronavirus re-shaping the world?

Is the Coronavirus re-shaping the world?

I watched an excellent Bloomberg panel discussion the other day on how the Coronavirus could re-shape the world, and more specifically how COVID-19 has exposed vulnerabilities in our global supply chain. Before I get into that, let’s discuss the stock market and the...