Our macro model says there is much more to play out before we hit the depth of the current recession.
Check out the story of how Crescat survived the market melt-up of late 2019 early 2020 to capitalize YTD. Our latest investor letter:https://t.co/5MsiUngCH3 Our macro model says there is much more to play out before we hit the depth of the current recession. pic.twitter.com/powQH0RKEo — Kevin C. Smith, CFA (@crescatkevin) March 25, 2020 Dow Industrials … Read more