Dock Treece

Dock Treece Monday March 30, 2020


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A new week of social distancing. The DOW was down Friday, There is not a lot of news about investors being overly concerned about the decline, There is still the expectation that stocks will bounce back in short order.
The attached article lays out the argument that things have changed and will never be the same again. That is likely true not just with investments but in ways you may not have considered.
Trump has waived FDA, EPA and tax rules. It is not likely things will go back to the way they were after this crisis is over.
This is from the attached article: "But it’s worth considering now, because the portfolio needed to cope with central banks either letting inflation rip or imposing financial repression would be quite different to one designed to profit from a return to what has counted as normal since 2009."
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Dock TreeceBy 1370 WSPD (WSPD-AM)