There were two markets in 2020. The first part was when the pandemic hit and the losers were hit harder than everyone else. In the second market, coordinated monetary and fiscal stimulus contained the economic damage, and helped the winners slingshot past everyone else.
When it became clear that we were experiencing a different type of recession, the market acted quickly. Businesses that would be most impacted by the viru…
When it became clear that we were experiencing a different type of recession, the market acted quickly. Businesses that would be most impacted by the viru…
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