After the morning’s “bad news” we’re going for a “time out” and a “useful distraction” to keep from dwelling on the growing pile of problems. Covid cases in the US are now well-over 100,000 and there are whispers it could be worse than the Spanish Flu of 1918.  The markets are interesting, sure.  So is the D.C. half-step.

We will cover all this – plus our ChartPack view of markets as we slide into Depression II.

But, in  the interest of keeping our neurons firing,  a savory bit of research called “Evidence of Cultural Entanglement Knowledge.”

Podcast 15 is available here – a bit longer than usual as my consigliere drops by with some comments…so with that, click on in….

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Virus Impacts: The Colorado River Paradigm
Peak COVID, Peak Disruption, Stock Bottom