Coronavirus And Asset Allocation Updateon February 29, 2020 Play Pause Unmute Mute We were getting very cash heavy in January on overvaluations in the markets. Now we're covering for fear of an economic collapse. Register to read.Hello, you must be a registered user of this website to read Kirk's letters and special reports.Please login here - or - register for access. Username Password Remember Me Forgot Password Get new posts by email Top 20 Read