epidemic

Feb 15, 2020 | Post by: Roman Chuyan, CFA Comments Off on The Pin that Pricks the Bubble?

The Pin that Pricks the Bubble?

Roman Chuyan, CFA February 14, 2020 Our equity model’s outlook for the S&P 500 remains negative, we maintain defensive positioning. I explain why we think that investors are underestimating the damaging effects of the epidemic. Corporate earnings continued to stall in Q4-2019. Stocks rebounded strongly in February from their earlier

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