The 2nd half of 2020: Current Events and Investment Management

Various economic recovery predictions were highlighted in last week's SAS Newsletter. Recovery curves represented by similarly shaped letters are used usually U-shaped, V-shaped, K-shaped, etc. SAS underlines the elements leading to a K-shaped economic recovery prediction.

Predicting the future and economic recovery

Last week, the SAS newsletter highlighted recency bias and how current events have a lasting persistency in our decision making framework. It's a human bias to have a blind spot for anticipating better or worse times, different than today's conditions.

Market climb stalls, recency bias - will it last forever?

Last week we discussed the relentless climb higher for the major indexes, along with the need for American confidence in the way the country is responding to Covid19 and the economy, continuing racial tension, and the Fed’s latest approach regarding inflation and inflation rates.

A relentless climb higher for all the major indexes

Last week, the SAS Newsletter highlighted the market nearing record highs, and the two Americas: Main Street and Wall Street. SAS remains cautious amidst the ever shortening news cycle.

Another week, another S&P 500 record high

Last week, the SAS newsletter highlighted the DNC, the impact of the Federal Reserve on markets, and the Fear of Missing Out when assessing investing new cash or selling out of certain investments - essentially, holding on to conserv

Newsletter 08/20/2020

Investing and the Fear of Missing Out

Last week, we highlighted the phrase "Don't Fight the Fed" to explain the relationship between current events and the unexpected, positively rebounding market, catch more

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  • Newsletter 08/13/2020

    "Don't Fight the Fed"

    “Don’t fight the Fed” is an old Wall Street saying. That is the only explanation I have for market performance in 2020. There is a great deal of bad news and yet the S&P 500 reached an intraday record this week and may very well close at a new high in the midst of a recession.

    Newsletter 08/05/2020

    The hits keep coming. In the news it seems there is never a dull moment yet at the same time it feels as though our lives and time are frozen. Life during the time of Covid-19 is different from any time in our lives before. The expectation of change is constantly in the air.

    Newsletter 07/31/2020

    So far this week we are facing the expiration of many provisions of the CARES act, most importantly, the extra weekly unemployment benefit of $600 as well as additional funding for testing, schools, municipalities and states, hospitals and more. A Democratic Congress is negotiating with a Republican Senate and the White House.

    Newsletter 07/23/2020

    Events are unfolding rapidly, assumed Democratic Presidential candidate Joe Biden is presenting policy statements. Of particular interest to us is his proposed tax reform policies.

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