Day: July 15, 2020

Bloomberg: Cole Smead, CFA on Bank Stocks and Demographics

‘What’d You Miss?’ Full Show (07/15/2020) By Caroline Hyde, Romaine Bostick & Taylor Riggs For more information go to Stocks mentioned: AXP, BAC, JPM, WFC The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.

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2Q20 Newsletter: To Hell and Back

Everyone who owned common stocks in the U.S. went through hell in the first quarter of this year. The 36% decline in the S&P 500 Index in February and March was the fastest 36% decline of my lifetime. This hell was especially damaging to those of us who have a positive view of the U.S. economy over the next ten years.

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