2020 2ND Quarter Economic Update
There is much debate on will we have a V-shaped recovery or other alphabet type recovery. This report challenges the V-shaped recovery thesis.
(Economic Update #011, 6/19/2020 11:21 AM EDT)
It is difficult to invest in late cycles as we are in now. While we are in the mature phase of the economic cycle, below are the type of stocks we want to be considering.
(Recommendation #001, 9/7/2018 1:20 PM EDT)