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Market Pullback Overdue; Lots of Cash Still On the Sidelines

It was a painful week, with equity markets down 5%. But a big pullback was overdue, given the extended and relentless rise. The natural question is whether this is the start of a broader sell-off. If so, the one thing to be mindful of is: who needs to de-lever? There...

Post COVID-19, Graham Holdings Could Return to Growth

– Graham Holdings stock suffering mainly from COVID-19 economic shutdowns – As world economy recovers after COVID-19 containment, GHC could rise 20% – Lowly valued stock could rise 50% long term as GHC returns to historical growth rate I’m looking ahead to a time when the coronavirus (COVID-19) is eventually...

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