Sometimes it is vital to widen our perspective from the day-to-day trek through the trees of investing decisions and market data to take in the entire landscape. This morning, I take a couple of minutes to do that. Let’s look at the big picture.
(Note: Captions are automatically generated and subject to error. The French impressionist artist I mentioned at the beginning is Camille Bombois.)
In this update, we survey the implications of RFK Jr.’s leadership in US public health.
A regional war that includes existential risks is underway. Outcomes evolve. All predictions are problematic.
We ask if recent market volatility was a broad market correction or a reallocation within and among asset classes. Or is something else driving volatility because of disruption (AI, tariffs, wars, federal deficits)?
FL Gov DeSantis is trying to take the USF Sarasota-Manatee campus and transfer it to New College. IMO, this would be a disaster for the Sarasota-Manatee community and the state.
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