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EXCELSIOR Financial Editorial – september 2020

The K recovery:

A lot of people have tried to predict what kind of recovery the US and global economies will have following the Covid crisis.  We heard of the V shaped recovery which was very unlikely.  Some have talked about a U shaped recovery.  We have even had a Nike swoosh recovery coined by certain economists and analysts.  Six months into the crisis and following a market crash and subsequent meteoric rise in tech stocks we can see some signs that there will be something of a K shaped recovery.  That is a recovery with clear winners and losers..

EXCELSIOR Financial Editorial – august 2020

Gold rush:

You have more than likely heard about gold lately, whether in the news, online or via friends. It has now crossed into all-time highs past $1,900 and several analysts have it reaching $2,000 in the not too distant future, possibly by year end.

EXCELSIOR Financial Editorial – july 2020

A V shaped recovery?   As recently as yesterday, the White House Economic Adviser Larry Kudlow announced that the US economy was poised for a V shaped recovery. This narrative is in part what has driven markets upwards and sustained the rally since the March lows of this year. Without even delving into numbers but just looking at news headlines and what is happening around us it is hard to imagine how economies will vigorously rebound from the lockdowns and subsequent economic hardship.

EXCELSIOR Financial Editorial – june 2020

If you are wondering what markets are doing and where they are going you are not the only one. Since the market lows this March, equity markets are on a tear. Record high unemployment? Bullish. Crashing GDP numbers? Bullish. Glimmer of a vaccine? Bullish.

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