We are a risk-averse society. Those willing to see a clear view and take risks beyond this will profit.
As for market behaviour, we may be at the bottom. And prices are starting to estimate what the world will look like in September onward.
For equity investments, the value now lies in the survival of the fittest. Those able to survive the enforced harm. And get out the other side, ready to enjoy pent-up demand and printed money.
Those companies who currently have beaten-down stock prices now but could prevail in a year’s time may do just fine.
So we’re adding two new companies to our research…
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