- Your Weekly Roadmap
- 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...
- Signal from Noise
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...