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Cory’s Chart Corner
Load MoreMany will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
Daily Archives: March 31, 2020
Michael Osterholm, Ph.D.: COVID-19—Lessons, challenges, optimism, concerns
Michael Osterholm appeared on Joe Rogan’s podcast on March 11 which I posted here. At that point, reported COVID-19 infections worldwide were 121,000 compared with 838,061 today as per the latest John Hopkins update here. In this new discussion, Dr. … Continue reading
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Predictable: hedge funds start freezing redemptions
There are many teachable moments in the present financial distress. For one, it should be noted that long-always funds and managers did not stop accepting new client money nor piling it into recklessly priced assets in the last few years, … Continue reading
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