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July 9, 2020
Summer 2020 Investor Letter: A "V-Shaped" Market Recovery
The speed of the market decline in the first quarter was unprecedented and the ensuing recovery in the second quarter was as impressive as the gut-wrenching…
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July 6, 2020
The "V-shaped" Recovery Continues: Now It Is The ISM PMI and Non-Manufacturing Index
I have noted in a few recent posts that much of the economic data being reported is recovering in a "V-shaped" manner. In other words the economic rebound…
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July 2, 2020
A Healing Job Market And Economy But Poor Investor Sentiment
It is hard not to look at much of the recent economic data and not come to the conclusion a V-shaped recovery seems to be unfolding. Certainly many of the…
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