covid 19 economic recovery

How to Play the Recovery Trade

HAIR ON FIRE IN THE US – HOW TO PLAY THE RECOVERY TRADE The hopes for a vaccine have sent the Dow up 911 or 3.85% overnight. The S&P 500 was up 3.15%. The UK up 4.29%. The German market up 5.67%. The French market up 5.16%. The oil price up 8.12%. BHP and RIO…

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Into the Relapse Zone

AN INTERESTING THOUGHT Into the Relapse Zone – We are coming into the “Relapse Zone”, the period after restrictions are lifted – in particular, the market is interested in the experience in the US and UK. The world is watching to see if they have lifted lockdowns too quickly (as looks likely). You can track…

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