Eye On The Market
Man vs Nature

Man vs Nature

March 29, 2020

Michael discusses what the government can and can not fix during a pandemic. In particular, he walks through US high frequency manufacturing and consumer data, the Fed measures, the studies on Chloroquine, and infection outbreak prediction models.

COVID-19 update: infection rates, medical research and equity markets

COVID-19 update: infection rates, medical research and equity markets

March 23, 2020

Michael discusses the coronavirus latest infection rates by country and latitude, anti-viral and vaccine efforts, and what equity markets are pricing in.

Berning Man

Berning Man

March 5, 2020

An update on the Democratic Primary. Confounding almost every forecast we saw last week, Senator Biden appears to have emerged from Super Tuesday with a sizeable delegate lead. Why might the night have turned out so differently from what was expected just a few days ago? This week's note includes some charts and exhibits to think about.