What to Buy when Market Growth is in a Free-Fall?
This last week Otos.io completed the second quarter update of U.S. company financial statements. New data is always exciting but the anticipation in peeling-the-onion this time is like no other.Q2 2020 hedge fund letters, conferences and moreShare prices are near to ‘all-time highs’ and corporate growth is down steeply and broadly. What gives? The clue is in the internal market performance where shares of companies that are expected to sustain or improve growth through the virus have doubled and tripled and companies with growth falling are more commonly down and many at historical lows.As int...