Post Tagged with: "COVID19"

Quarterly Outlook & Game Plan (April 2020): Coronavirus, The Economy And Investing

Summary Structural slow growth was met by a cyclical slowdown and then whacked by the biggest economic shock in modern history. There are more economic shoes to drop and a second wave of Coronavirus is the most dangerous risk. Helicopter money came early as it was necessary to fend off a collapse. I suspect the helicopter money will propel a high growth period in the early to middle 2020s. Stocks are overvalued and investors are over zealous, there is likely […]

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