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Analysing US COVID-19 developments – NY tracking 6x worse than Italy
Gary Rollo
March 30, 2020
Investors are looking at the US COVID-19 data as a guide for when markets may settle down. Our view is that it’s going to be tough for markets to find a bottom until it becomes clear that the US understands the scale of its COVID-19 problem and is taking appropriate steps to mitigate. Continue…
by Gary Rollo Posted in Market commentary.
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Three small cap retailers to watch
Dominic Rose
March 30, 2020
Small cap discretionary retailers have been among the biggest losers in this market rout. But, sifting through the wreckage, we’ve found some great businesses that could bounce strongly if the worst-case scenario being priced in by the market turns out better than expected. Continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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- POSTED IN Companies, Consumer discretionary, Stocks We Like.
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COVID-19 Testing data – Latest Update
Gary Rollo
March 27, 2020
Italy’s major national shutdown and lockdown isolation measures taken on 9 March and March 11, some 14-16 days ago, may now be showing up as lower case numbers. The timeline appears to fit the proposed initial two week quarantine period suggested for potential COVID-19 cases. Continue…
by Gary Rollo Posted in Market commentary.
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