Our WW II Moment

Posted on Saturday, June 6th, 2020

2020 – Pandemic, global trade halted, lockdowns, 20% unemployment, riots – Even my most ardently bullish clients are getting bearish. Quite frankly, this market has roared back on central bank stimulus and the HOPES that we get some sort of V bottom and rebound in economic activity. The rebound will happen. The comparisons are that… read more.

Long Hot Summer

Posted on Sunday, May 31st, 2020

Years ago when my son was born we thought how cool will it be when he graduates in 2020. What a cool year!! 2020! Just imagine. Well, I can imagine a lot but I didn’t imagine this. We have spent a lot of time lately thinking about the year 1968. Why 1968?  We have been… read more.

Easy Money

Posted on Monday, May 25th, 2020

Things have been pretty quiet around the Reilly house at what should have been an especially chaotic time. My middle son graduates from high school tomorrow and we were going to celebrate in style. In the post pandemic world my son will be graduating from home while participating by WebEx. The raucous celebration that we… read more.