Covid-2019 - 2020-03-09
Is the Oil Shock Over Already?
Yesterday’s collapse got Saudi and Russia trash-talking – but that means they’re talking.
Who is getting sick, and how sick? A breakdown of coronavirus risk by demographic factors
Just What We Didn’t Need: An Oil Price War
Saudi and Russia have a falling out. This is the systemic threat we’ve been warning about.
US Jobs - 2020-03-05
On the February Jobs Report
The US economy comes into the virus crisis strong – but the Fed will still cut another 50 bp.
Biden: Be Careful What You Wish For
Sanders might have destroyed the US economy, but Biden might actually win.