(1) Trump’s pivot from relaxing to social distancing. (2) The invisible enemy is very contagious. (3) Flattening the infection curve. (4) False and true rumors. (5) Official and voluntary lockdowns. (6) Fiscal and monetary math: TARP2 + QE4 = helicopter money! (7) So is 2020 the same as 1987-88, 2008-09, or 2015-16? (8) Witch’s brew: health, economic, and financial crisis. (9) Pandemic earnings and valuations.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →