Starting the second half of 2020 with Maria

Today I was on Fox Business Mornings with Maria, hitting on a wide range of topics.

The US Economy continues surprise to the upside. Today ADP private payroll’s added 2.3mm jobs, May’s number was revised upwards to by 5.7mm, bringing 8mm in job gains in May & June. This is far beyond expectations.

This combined with Liquidity proved through a combination of unprecedented Monetary & Fiscal stimulus pushed stocks to one of the best second quarters ever.

We also hit on NYC defunding the police, Kim Kardashian becoming a billionaire, and Tech Regulation.