The Leyendecker View: Options for the Next Stimulus Bill«Back



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The Leyendecker View: June 5, 2020


May your choices reflect your hopes, not your fears.”
- Nelson Mandela
 

SOME GOOD NEWS

15-year-old girl bikes injured dad across India
Wowsville! Humanity can be amazing.
 
Lockdown shoppers are eating healthier
So suggests survey of 11 countries and 11,000 shoppers

Old folks don’t have to be an economic drag
MIT thinks the best entrepreneurs may not be the 30 year olds.
 
OUR FINANCE WORLD
 
Why Mr. Market ignores a world in turmoil
Because governments have pledged stimulus equal to 11% of GDP.
 
More money coming for PE fund managers
Labor Department says 401K plans can invest in the asset class.
 
Evercore Partners to pay bonuses to incoming bankers
To delay starting their jobs up to next summer.
 
OUR C-LEVEL WORLD
 
How the CFO enables the board’s success
During COVID and beyond.
 
How to help your team process tragedy
Tips for productive dialogue about the toughest of topics
 
Encourage your team to take time off
It will improve productivity in these not-normal times.
 
CORONAVIRUS
 
Operation “Warp Speed”
Has narrowed vaccine candidates down to five.
 
Yet, Fauci tells Congress there’s no vaccine guarantee
So why did we lock everything down?
 
How far are we from herd immunity
It’s a ways off, unfortunately.
 
THE ECONOMIC CRUSH
 
Next wave of layoffs coming
It will hit higher paid workers.
 
Q2 GDP could show a 50%+ decline
So suggests the Atlanta Fed.
 
How we broke the world
The World is Flat author opines on our economic crisis.
 
THE ECONOMIC VIEW
 
Options for the next stimulus bill
Or, the first stimulus bill, since the last efforts were just support.
 
China’s digital currency could challenge the dollar
It’s probably not just about being a better bitcoin.
 
How the Fed could goose the economy
Via yield-curve control.
 
REBUILDING AMERICA
 
R.Riveter hand bags
Who says Made in America is long gone, not Mark Cuban?
 
From ashes to one of the largest banks in the US
How AP Giannini built Bank of America.
 
The business of building a utopia
This ain’t your normal commune.
 
TECHNOLOGY
 
The 3D printer
That may finally change the world of manufacturing.
 
A new social media app is coming
They call it Clubhouse. Just try to score an invitation.
 
SpaceX pulled it off
So, know anyone interested in being a customer?
 
THE CHINA SYNDROME
 
India dangles $6.6B
To lure smartphone companies out of China.
 
Google removes “Remove China App”
After Indians downloaded it millions of times.
 
The end of Europe’s Chinese dream
Fraying relations with China have gone global.
 
THE NEXT NORMAL
 
It could take 10 years to recover economically from this crisis
So suggests the CBO.
 
“We want to be a leader in apocalypse technology
Elon Musk tells Jay Leno during Cybertruck test drive.
 
Beyond coronavirus
The imminent restructuring of the global economic order.
 
SPORTS
 
NBA approves restart with 22 teams
Kind of a mini season or extended playoffs, take your pick.
 
The future of Major League Baseball is at stake
Maybe it’s a non-essential business.
 
NFL expects a full season
And full stadiums, too??
 
Meanwhile, esports are thriving
Because you can watch from your sofa.
 
MAKING A BETTER YOU
 
The science of prayer
Scientists say it can boost mental health.
 
Try doing less
It will help you do more.
 
How to wake up early and right
So your dreams can come true.
 
VIDEO OF THE WEEK
 
Amazon’s new “The Vast of Night”
Buried in our crisis, has a new Steven Spielberg emerged?
 
HOW ABOUT A BREAK
 
Universe forecast
In case you wanted to know the future.
 
Quaint Swedish village is for sale
Perfect for a doomsday prepper and his or her closest friends.
 
Potosí, the first global city
When its silver mines made empires.
 
FROM THE HEADHUNTER’S KITCHEN
 
6 best Bloody Mary recipes
Who doesn’t love a socially-acceptable morning cocktail?
 
THOUGHTS FROM DOUG
 
The George Floyd situation is a senseless tragedy. Some heroes are made without trying.
 
Was his death made even more senseless because the lockdown had caused him to lose his job and revert to desperate measures? 
 
On that point, might unemployment strife have anything to do with the size of protests and many turning violent? Is this the other elephant in the room?
 
State and national parks are going to be jammed this summer. Argh…
                       
If company revenue doesn’t return to worthwhile levels after PPP runs out, will a new set of employers start to cut payroll?
 
Last week, I dined-in at a popular restaurant in Houston. Pent-up demand was obvious. We had to make a reservation. Once we arrived, we were instructed to wait in our car until receiving a text that our table was ready. The place was “packed,” with only one-fourth of all tables allowed to be in use—and all were in use. All the workers wore masks. I couldn’t understand what the waitress was saying through hers. We had to remove our silverware from a sealed plastic bag. I had to run my own credit card through the waitress’s hand-held machine after she asked me how much tip to add. It was a surreal experience. Probably not doing it again soon. 
 
IN CASE YOU MISSED IT
 
The Leyendecker View: The Hottest IPOs
May 29, 2020
 
The Leyendecker View: A $2T Stimulus Not From the Government
May 22, 2020
 
 

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