Key takeaways: Reduced likelihood of another shutdownLiquidity from central banks is propping up the marketsGrowth continues to decrease as inflation ticks upProactively plan around taxes Normally we wash our cars…
Tag: liquidity
Debt a lot of debt
Key takeaways: In 2008, the Feds defining moment was buying AIG … in 2020 the Fed is buying junk bondsDemand across all categories is down and supply is upFundamentally rebalancing…
COVID-19 and Market Commentary
The picture below highlights key events that resulted in market drops since 2008 – ie “reasons to sell” throughout the bull run that spanned the last 11 years. As you…