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Market Commentary – The Hurricane Two Step – October, 2020

2020-10-16T18:40:53+00:00

The markets were hit by one figurative hurricane early this year—the COVID-induced bear market of February/March. It happened quickly and the damage, at least in terms of the S&P 500, was quickly repaired. However, not too far on the horizon, conditions are ripe for another storm in the markets, with what is sure to be a rollicking U.S. presidential election. 2020 has seen a record number of named storms and in this quarter’s commentary, Adam Eagleston discusses what we can learn from the various literal and figurative hurricanes that have hit us this year.

Market Commentary – The Hurricane Two Step – October, 20202020-10-16T18:40:53+00:00

Nano One Technologies

2020-10-15T21:59:25+00:00

One (of many) things I’ve learned from the compulsory homeschooling forced upon us by the quarantine is that homeschooling is difficult. Setting aside the environmental and psychological aspects (the role of “parent/teacher” is wildly unpopular in our house for all parties) some subjects, such as English, are quite challenging.

Nano One Technologies2020-10-15T21:59:25+00:00

T&C | The First Column

2020-10-07T16:59:45+00:00

Of the periodic table, that is. We talk hydrogen vs. gravity power, rubidium-colored drinks, even unstable francium, provide an update on the potassium-shaped recovery, and answer questions regarding one of our recent white papers. Listening is even easier than Elon Musk thinks it is to find and process lithium using sodium chloride; we are unsure how many cesium cycles long this podcast is, though.

T&C | The First Column2020-10-07T16:59:45+00:00

Market Commentary September, 2020

2020-10-16T18:38:52+00:00

For those of you who read our monthly missives or listen to our podcast, you probably a) have too much free time, and b) understand that we have an affinity for wordplay. One of my favorites is the elusive triple entendre. I still remember being distracted for almost an entire soccer match because two of my teammates and I had discussed the concept before kickoff and spent the better part of 90 minutes trying to think of the best example possible.

Market Commentary September, 20202020-10-16T18:38:52+00:00

Commentary July, 2020

2020-07-20T13:18:22+00:00

One (of many) things I’ve learned from the compulsory homeschooling forced upon us by the quarantine is that homeschooling is difficult. Setting aside the environmental and psychological aspects (the role of “parent/teacher” is wildly unpopular in our house for all parties) some subjects, such as English, are quite challenging.

Commentary July, 20202020-07-20T13:18:22+00:00

T&C | The Icarian Paradox

2020-07-10T22:21:03+00:00

Escape from the labyrinth and explore why physics don’t comport with the Icarus myth, and how the same kind of first-order thinking is affecting markets, where certain sectors and companies are in rarified air.

T&C | The Icarian Paradox2020-07-10T22:21:03+00:00

COVID-19 Contact Tracing Scams

2020-07-08T19:32:31+00:00

Contact tracing involves identifying people who have been contact with individuals who have tested positive for COVID-19 (or other infectious diseases). Contact tracing is an important part in moving forward as more businesses and recreation sites reopen.

COVID-19 Contact Tracing Scams2020-07-08T19:32:31+00:00