“Is this the right time to invest?”


“Have we hit the bottom?“ “Should I get in now?“ The market fluctuations caused by the “coronaviruscrash” have been exhausting and erratic. It’s hard to understand how we see record job losses, a shutdown of the economy, horrific GDP projections, a bad earnings season, yet the market has regained half its losses and just entered into a bull market – or a “bull trap”! This is peculiar behavior when the markets are rallying on bad news and being buffeted about by politics, oil wars, and health-related news.Q1 2020 hedge fund letters, conferences and moreLooking beyond a bad earnings seasonThere …

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