Common Sense Daily

Economic Political and Social issues of the day, every day..
Created 19 Dec 2020
  • Morning Call Oct 4
    04 Oct 2021 • < 1 min read
    The Merck antiviral. Travel, inflation, Facebook, Democrats in disarray. Tariffs, steel, trade, supply chain bottlenecks. Read more
  • October 4
    04 Oct 2021 • 7 min read • 2 0
    I remain convinced that both the bipartisan infrastructure bill and a scaled back social welfare bill will be passed by Congress and signed into law by Biden. House Speaker Pelosi has already signaled...
  • October 3
    03 Oct 2021 • < 1 min read
    Democrats are floundering in their efforts to pass the bipartisan infrastructure bill and the larger social welfare bill. The New York Times says: “Progressive Democrats in Congress, who have long pro...
  • October 2
    02 Oct 2021 • < 1 min read
    A phase 3 trial of Merck and Ridgeback Biotherapeutics’ oral antiviral treatment molnupiravir showed it reduced the risk of hospitalization or death by around 50% in Covid patients. Merck plans to see...
  • Morning Call Oct 1
    01 Oct 2021 • < 1 min read
    Listen for game changing news on Covid from Merck. Retail, consumer, energy, FB, big tech. Let the market work. Read more
  • October 1
    01 Oct 2021 • 8 min read • 1 0
    Markets and Stocks Selling in the Treasury market is overdone. Yields will stabilize and equities will rally. At the margin, I think big technology is attractive and will reassert market leadership. T...
  • Morning Call Sept 30
    30 Sep 2021 • < 1 min read
    Treasuries, tech, the consumer and Covid. Big day in Washington, Continuing Resolution, Reconsiliation and the bills. Listen regarding sad commentary from Larry Sabato Read more
  • September 30
    30 Sep 2021 • 6 min read
    Covid is waning as a risk to society and the economy. Yesterday, Dr Scott Gottlieb spoke on CNBC. He said that in the US the population immunity level-vaccinations plus prior infections -is over 80 pe...
  • Morning Call Sept 29
    29 Sep 2021 • < 1 min read
    Tech sell off was over done. Treasuries, travel, Covid and Democrats. Read more
  • September 29
    29 Sep 2021 • < 1 min read
    A dollar invested today by Alphabet Google is worth a lot more than a dollar of economic return 18 years from today. That is a reason why the Democrats proposal to raise corporate taxes to fund the so...
  • View More on Substack »