Covid-19
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- Your Weekly Roadmap
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- Tom Lee's Equity Strategy
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...
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- Signal From Noise
Post COVID-19, Graham Holdings Could Return to Growth
I’m looking ahead to a time when the coronavirus (COVID-19) is eventually contained and economic activity resumes. That said, if you don’t agree with that assessment, that the world economy has worsened permanently, then stop here. As COVID-19 fears fade, I view Graham Holdings (GHC) as undervalued. On Wednesday,...