I must admit to be vapor locked in terms of writing the last few weeks. Things are happening so fast that it is difficult enough to maintain the focus on clients and investing much less create some sort of narrative. I will do better and post more frequently, here...
As I write the market is rocketing lower on the back of the Fed’s .50 bp rate cut, yes you heard that right. It appears, for the moment anyway, that Mr. Market is well aware that cheap money isn’t going to fix a pandemic. What would have been smart was...
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