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A Commonsense View Of The Shape Of The Recovery

Because economies are reopening or partially opening in the U.S., the likely bottom of the Pandemic Recession will be this quarter. The debate is now over the shape of the Recovery. Letters have been used to describe what authors/economists/investment houses believe. “V” shaped is clearly what the equity bulls believe. Some describe it as a “U.” A “W” would occur if we had a second virus wave. Still others believe we will have an “L” shaped …Read More