By Lewis Johnson - CHIEF CONCLUSION The Fed can’t print a vaccine for coronavirus COVID-19, but it can attempt to ease market distress by reversing the spike in real interest rates that took place when the Fed allowed[…]
POSTED ON
March 5th
- POSTED IN
Bonds,
Portfolio Construction for a Challenging World,
Price of Gold
By Lewis Johnson - CHIEF CONCLUSION Last week the equity market suffered the fastest drop ever from an all-time high. We believe that the violence of this collapse makes a strong case for professional risk management[…]