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Archive of entries posted on 25th February 2020

The virus as supply shock. Stocks are cratering, again

Markets opened strongly this morning and then fell and fell. My portfolio is now down. The Dow, the S&P and the Nasdaq are now down over a percent. Stocks are cratering. Frankly, I don’t like where this is going for two reasons — the supply shock and the asymptomatic carriers. Keep reading: The New York […]