COVID 19 Stock Ideas

COVID 19 Stock Ideas

I track a list of 3 COVID 19 Stock ideas. Harmed is an equally weighted basket of 33 stocks that would stand to get their butt kicked by COVID19 and the resulting shutdown. Beneficiaries is an equally weighted basket of 33 stocks that one could imagine would benefit;...
Narrative Diversification

Narrative Diversification

Narrative Diversification – What is it and why does it matter? I want to call to attention a type of diversification that I think is especially relevant now and typically one that evades measurement. Narrative diversification. I’ve come across this type of...

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