by admin | Apr 9, 2021 | 2021, Q1
13 Months The last 13 months were like nothing I have ever seen. To remind you of the journey we have traveled together, here are excerpts from my articles in our 2020 newsletters. First Quarter Newsletter / March 31, 2020 COVID-19. A word I never heard of until five...
by admin | Apr 4, 2021 | 2021, Q1, Reversal
Reversal In the first quarter of 2021, we saw assets that did well in 2020 (i.e., bonds and “pandemic” stocks) start performing poorly. While areas that struggled last year (i.e., value and cyclical stocks) are now performing the best. Whether this trend continues...
