Survival of the fittest ….

May 25, 2020

I regularly participate in conference calls with investment managers that talk about the companies they are selling and buying and which market sectors are expected to succeed and those that will struggle in this new era.








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This time it’s really not different

Each crisis we encounter seems in an important and fundamental way to be completely different than anything we’ve faced previously. The COVID-19 pandemic and the market impact its caused along with the layoffs, likely permanent rise in unemployment, the recession and the significant government debt we needed to create seems entirely unique in our history.

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Historical Perspective and the Opportunity

March 25, 2020

For many this time of extreme equity market volatility can be unsettling to say the least. We see our portfolios decline in market value and fear they will continue falling or taking forever to recover. Rationally we know that many businesses continue to function and many will eventually thrive again as the stimulus (money!) governments are beginning to release takes effect. However until that stimulus begins to work, the news will typically be bad and challenging for us to remind ourselves we’ve been through times like these and equity markets have historically recovered.

For those of you that have mentioned you would like to take advantage of the opportunity the current market represents, click on this link to read my perspective of this market and how you could take advantage of it.

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