…COVID infection rates, recession-like pricing across financial markets, a reversal in investor positioning and extraordinary fiscal stimulus.” The note concluded that “most so-called risk assets (typically stocks) have seen their…
Search Results for: covid-19
Excess Returns, Ep. 18: Interview: Value Investing with Tobias Carlisle
…The impact of the COVID 19 crisis on value stocks Whether value is broken on a long-term basis. We hope you enjoy the interview. Watch on YouTube Apple Podcasts All…
Recession and Investor Opportunities
…rather than any imbalances in the economy.” He adds, however, that the world will change in its wake: “A Covid-19 recession is likely to fundamentally shift how we live, do…
Breaking Down What is Among the Most Extreme Sell-Off Wall Street Has Seen
A recent CNBC article provides insights and analysis of the coronavirus-related market sell-off. Here are some highlights: While many sounded alarms when COVID-19 emerged in China, the article says “the…
Three Things I Feel Strongly About – And Why I Might Be Wrong
…wrong. Here are some things I have been struggling with in relation to the COVID-19 outbreak and its impact on our lives and markets, and my attempt to challenge them….