A successful coronavirus vaccine could spark a sell-off of bonds and a rotation out of tech and into cyclical stocks, says Goldman. This according to a recent article in Bloomberg.…
Tag: COVID-19
$20 Trillion Hoard of Cash by Recession-Shocked Savers
The coronavirus pandemic and related economic shock have led consumers and investors to squirrel away cash to the tune of $20 trillion, and the higher rate could exert downward pressure…
Expected Wave of Corporate Failures Stays at Bay
As the coronavirus crisis continues to affect U.S. companies and trigger defaults and bankruptcy filings, a recent article in The Wall Street Journal reports that, for the most part, “the…
The Virus Fight and Wall Street Quants
A “motley crew of quants” is taking the virus fight to a whole new level, according to a recent Bloomberg article. “Hedge fund managers, market academics and risk experts are…
Excess Returns, Ep. 22: A Look at the Impact of COVID-19 on Value Investing
The process of using past fundamentals to try to predict future prices has been in place for a very long time, and there is substantial academic evidence to support it.…