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PremiumPoints 1Q-2020 | A Stream of Consciousness

Posted by: Thomas F. McKeon, CFA on April 29, 2020

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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.....


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