The Economics of Coronavirus: Thoughts for the INVESTOR

Feb 26, 2020 |Jeremy Goldfarb
A good read from my team here is attached. It provides excellent perspective on the recent volatility. As an investor, and as an investment advisor my thoughts are as follows. The impact of the virus on global "activity" is undeniable. You have major...
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The phone didn't ring, and that is a good thing

Feb 26, 2020 |Jeremy Goldfarb
The past 2 days (today is Wednesday Feb 26th 2020) have seen the worst collective market drop in 4 years on the US indicies. Many of the global markets are not that far behind or ahead either. The true impact of COVID-19 is working its way into the minds...
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Trimming the FANGs

Feb 14, 2020 |Jeremy Goldfarb
We could add many names to this investment acronym. Coined by Jim Cramer from CNBC years ago (Facebook, Amazon, Netflix, Google), this group of stocks was an investment return juggernaut, outpacing the market by a broad range for quite some time. Now...
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Automation and investment: "Lights Out" Manufacturing

Feb 08, 2020 |Jeremy Goldfarb
Ever heard of the Fanuc plant in Japan? It's a completely automated factory where robots build other robots without any human intervention. It's "Skynet"!! ....it's the old joke about the employee and the dog -- the employee is there to feed the dog,...
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Putting things into context

Feb 04, 2020 |Jeremy Goldfarb
There is no doubting the mass panic that the Wuhan Coronavirus is generating globally. I heard on CNBC this morning, discussion about US level preparedness for a pandemic arriving on its shores. I am not here to argue the merits of the panic or otherwise...
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