weak valuations

Uncategorized, Weekly Update

The New ‘Real’ Economy


Published May 15, 2020

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Many articles are being written trying to make sense of a stock market that has roared back from the depths while economic data continues to deliver abysmal news. Part of the explanation focuses on which parts of the stock market have actually rebounded most strongly. It has been the new digital economy stocks that have driven the rebound while the ‘old economy’ stocks have lagged. (more…)