Author Archives: dude

What Happens in a Simultaneous Supply and Demand Shock?

The COVID-19 pandemic has created a unique situation on the world economy Manufacturing all over has shutdown. Global supply chains have virtually collapsed. The pandemic has smashed the world capacity to produce. But the virus has also forced entire nations to institute lockdowns and stay at home orders that prevents people from buying stuff. Other[…]

It’s a Miracle?

Dr. Robert Redfield, the Director of the Centers for Disease Control (CDC) said, …the numbers are going to be much, much, much lower than would have been predicted by the models. This statement last night just hours after the Trump virus team were predicting horrific numbers of dead from complications from the CCP CoronaVirus, from[…]

AA Investing Methology

The resource sector, which includes energy and commodities, is a volatile place. The average standard deviation of the energy sector over the years is north of 20 percent, and commodities isn’t far behind at nearly 19 percent. This is far and above other sectors. And this year that level of volatility will totally eclipse the[…]