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June 3, 2020
Dr. David Eifrig Matt WeinschenkEditor Senior Analyst
Retirement Millionaire
Income Intelligence
Retirement Trader
Advanced Options
Conversation #10
June 3, 2020
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June 3, 2020
Deaths Easing
June 3, 2020
Cases Dropping
June 3, 2020
Uneven Impact…
June 3, 2020
Rising
Flat
Declining
June 3, 2020
How’s the Recovery?
June 3, 2020
Are People Moving?
-70
-60
-50
-40
-30
-20
-10
0
10
20
30
40
Retail & Grocery
retail grocery
Source: Google Mobility
June 3, 2020
Are People Moving?
Source: Google Mobility
-60
-40
-20
0
20
40
60
80
Parks
parks
June 3, 2020
Are People Moving?
Source: Google Mobility
-80
-70
-60
-50
-40
-30
-20
-10
0
10
Workplaces
June 3, 2020
Are People Eating?
Source: OpenTable
June 3, 2020
Are People Eating?
Source: OpenTable
-101%
-81%
-61%
-41%
-21%
-1%
19%
1/30/2020 2/19/2020 3/10/2020 3/30/2020 4/19/2020 5/9/2020 5/29/2020 6/18/2020
U.S. Restaurant Bookings
June 3, 2020
Back at the Pumps
Source: EIA
0%
20%
40%
60%
80%
100%
120%
Dec
27
, 20
19
Jan
10
, 20
20
Jan
24
, 20
20
Feb
07
, 20
20
Feb
21
, 20
20
Mar
06
, 20
20
Mar
20
, 20
20
Ap
r 0
3, 2
02
0
Ap
r 1
7, 2
02
0
May
01
, 20
20
May
15
, 20
20
May
29
, 20
20
Jun
12
, 20
20
Jun
26
, 20
20
Jul 1
0, 2
02
0
Jul 2
4, 2
02
0
Au
g 0
7, 2
02
0
Au
g 2
1, 2
02
0
Sep
04
, 20
20
Sep
18
, 20
20
Oct
02
, 20
20
Oct
16
, 20
20
Oct
30
, 20
20
No
v 1
3, 2
02
0
No
v 2
7, 2
02
0
Dec
11
, 20
20
Dec
25
, 20
20
Gasoline Consumption vs 2019
June 3, 2020
And the Airport
Source: TSA
0
100,000
200,000
300,000
400,000
500,000
4/1
/20
20
4/3
/20
20
4/5
/20
20
4/7
/20
20
4/9
/20
20
4/1
1/2
02
0
4/1
3/2
02
0
4/1
5/2
02
0
4/1
7/2
02
0
4/1
9/2
02
0
4/2
1/2
02
0
4/2
3/2
02
0
4/2
5/2
02
0
4/2
7/2
02
0
4/2
9/2
02
0
5/1
/20
20
5/3
/20
20
5/5
/20
20
5/7
/20
20
5/9
/20
20
5/1
1/2
02
0
5/1
3/2
02
0
5/1
5/2
02
0
5/1
7/2
02
0
5/1
9/2
02
0
5/2
1/2
02
0
5/2
3/2
02
0
5/2
5/2
02
0
5/2
7/2
02
0
5/2
9/2
02
0
5/3
1/2
02
0
TSA Throughput
June 3, 2020
And the Airport
Source: TSA
0
500,000
1,000,000
1,500,000
2,000,000
2,500,000
3,000,000
TSA 2020 vs 2019
Travelers 2020 Travelers 2019
June 3, 2020
10 Years to Recover…
June 3, 2020
Inflation or Deflation…
June 3, 2020
Inflation or Deflation…
June 3, 2020
National Deficit…
June 3, 2020
The Market Recovery Has Been Powerful
June 3, 2020
Stocks and Earnings
June 3, 2020
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