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Pandemic Conundrum

As the coronavirus dominates the news 24/7, most investors wonder whether markets are disconnected from the reality of what they hear and read in the mainstream media.

“When the Time Comes to Buy, You Won’t Want To” (Doug Kass)

It only took a little virus to put an end to the “flawless decade long” bull market. Then, we realized how connected the whole world is thanks to the globalization of trade, communications and transport. Countries started imposing travel restrictions, lockdowns to contain the spreading of the disease. WHAT DO WE KNOW? Regarding the status […]

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