WHW: One Word Said It All – ‘Inevitable’

The testimonies of Dr Tony Fauci, Robert Redfield, Stephan Hahn and Brett Giroir Tuesday seemed to many, perhaps even a lot of investors and traders, like something new when in fact there was not only nothing new, but what was there was way too late. The testimonies, if anything, just demonstrated again it’s not the […]
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And Finally…

The conversation around the Fix continues apace, which is great; only by having these debates do we better understand what does, or does not, need changing, and also what good, and bad, ideas there are out there. Over the last few days I have had plenty of contact from managers in the asset management world […]
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WHW: Happy Ending, Unhappy Ending, or no Ending?

Amid all the bad virus news there are a few nuggets of good news. How much good news could there be when another 2,000 or more Americans are killed by the virus every day? One set of projections see that increasing to 3,000 a day by the end of the month. It’s true that the […]
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White House Watch: Welcome to the Virus Task Force

A visiting Iowan was in the Oval Office Wednesday and President Trump said, “I think you should be on the Task Force. Would you like to do that?” and so another day in the White House demonstrated that the mantra for everyone on the Wall Streets of the world, “Every day is a new day in the […]
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And Another Thing…

Well, Monday’s column (that, to confuse everyone, went out last Thursday such was my race to publish), certainly poked the hornets’ nest. It’s been a while since I have been involved in such a spirited debate over something and I suppose it was inevitable if it wasn’t last look then it was, after more than […]
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Why Fixate on Facts – or ‘Facts’

The Corona Virus Task Force has done its job and the new projections of virus death tolls are so high because they assume no further mitigation efforts. Facts? Who are we to question high officials? Why does anyone question anything? Profound questions – about questions – which probably relate somehow to survival of the species. […]
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Let’s Not Abandon Virus Happy Talk Too Soon

The US economy is going to be back soon, bigger and better than ever; testing is in great shape and we’re going to have stadiums packed shoulder to shoulder – and one more thing, sometimes fantasy isn’t all bad. Watching the crowds at the Michigan statehouse protesting and in Boston and so many other places, […]
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WHW: About a Third of Americans Say Virus Not Much of a Worry

A divided US nation consumes the news in a divided way so for Republicans, a revered president answered questions completely and in detail Sunday night at the Fox News virtual Town Hall titled “America Together: Returning to Work.” For Democrats who expressed themselves on social media, the reaction was, as always, quite a bit different, […]
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And Finally…

Albert Einstein is often alleged to have said, “The definition of insanity is doing the same thing over and over again and expecting different results.” I say allegedly, because it is claimed in many circles that he never actually uttered, or wrote, those words. No matter, for this column is about the Einsteins in the […]
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White House Watch: States Blast Ahead to ‘Phase Zero’

At last, just one more day of the infernal White House guidelines before they “fade out” and the new guidelines for re-opening take over – the guidelines lots of states are already ignoring. Yes, 18 or 19 states are still sticking with strict stay-at-home orders but they’ll come along soon. That means there are three […]
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