A Cure for All Fears

A Cure for All Fears

Despite media and political fear gauges boiling over, consumer behavior has continued to normalize. That’s at least according to the company management teams with whom I have spoken over the past two weeks. Various data sources also continue to suggest that consumers remain chill. Will this change? Will people freak out during the gap between now and when the vaccine is widely available? My response from a purely investment standpoint: It does not matter.

background

About Us

Proprietary Structural Analysis & Forecasting

Learn More
background

Our Process

How We Generate an Edge

Learn More