2020 Q3 Newsletter September 30, 2020
With temperatures dropping and leaves beginning to change, the Fall Season is officially upon us. Given a Global Pandemic, the financial markets have proved quite resilient so far. At the same time, the overall economic situation remains uncertain. The global economy has taken a serious blow. Unemployment remains well off pre-pandemic levels. Add to this mix further US-China escalation, a likely volatile U.S. Election season and elevated valuations, and the Fall 2020 season is shaping up as a volatile affair.
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