Over the next 12 – 14 months stock markets will act as weighing machines between the positive and negative forces that exist in the world. Ultimately, the direction and magnitude of movement for stock markets will be determined by the balancing of these positive and negative forces. What we think: Widespread vaccination and the subsequent…
Category: Stocks
With the presidential election still too close to call, we wait. While we wait, let’s think about what we do know, and what we expect given the current information. What we know: ONE: Policy has a greater impact on markets and economies than politics does. TWO: Republicans will probably maintain control of the Senate. This means there will most…