PremiumPoints 1Q-2020 | A Stream of Consciousness
Posted by: Thomas F. McKeon, CFA on April 29, 2020
The volatility and investor angst of 1Q-2020 gave us much to write about. This quarter's newsletter is thus most accurately described as a stream of consciousness, with topics ranging from the market action of 1Q-2020 to Barbara Tuchman's "A Distant Mirror" to....well, have a look.
Topics discussed in this quarter's PremiumPoints newsletter include:
- Review & Outlook 1Q-2020 (Was No Fun)
- 1Q-2020 Superlatives (Good & Not So Good)
- Individuals as Institutions (Not the Same)
- Expanded CSCM Toolkit
- Speaking of Volatility
- Rebalance, Redeploy, Rebuild
- Data Point of the Moment
- Future Returns
- A Distant Mirror
- Lockdown Workarounds
- You Call This Smart Money?!
- Speaking of Volatility (Again)
- Sell on Rumor, Buy on News
- Closing Thoughts
Click Here to See the Newsletter.....