We honor the passing of a great investor this week. We also review the stimulus package and find some interesting opportunities in value stocks.
US elections rule the headlines while stimulus package hopes keep the markets afloat. Goldman Sachs likes shorting the USD, but a risk off approach heading into the bullish part of the year should dwarf any currency devaluation issues.
With the end of Friday’s trading session, we closed out Q2 2019. As we do each quarter, we wanted to take this opportunity to summarize the performance of various asset classes using ETF proxies.