Since the world shut down due to the corona virus, most economic data has ceased to matter for the last two months, at least in the normal sense. I mean we know everything looks like trash from PMI data to housing data to anything. Thankfully there is still a way to look ahead a few…
“When the facts change, I change my mind. What do you do, sir?”-John Maynard Keynes “Every day I assume every position I have is wrong.”-Paul Tudor Jones Are you living in the past, the present, or the future? Most trader/investors live in the past, claim to look at the future, and totally forget about the present. This…
As I write this, 4/14/20, the world in general, and investors specifically, are running scared. The Covid-19 virus, the most infectious and deadly virus we have seen in years, is killing thousands of people each day and infecting many thousands more. The developed world, and massive parts of the developing world, is in lock down…
