Tag Archives: infected

New Coronavirus Model and the Economy

I included a brief coronavirus update in my most recent recession model post, but it has since become clear that the speed, breadth, and longevity of the coronavirus will be the principal determinants of all near-term and long-term asset prices: … Continue reading

Posted in Market Commentary, Market Timing, Recession Forecasting Model, Risk Management | Tagged , , , , , , , , | 2 Comments