Six Downside Risks
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Six Downside Risks

Tyler Durden

Sat, 06/27/2020 - 14:00

Authored by Lance Roberts via,

Market Corrects As COVID Cases Surge

Three overriding catalysts were driving the correction this past week:

The market had gotten a good bit ahead of fundamentals.

The surge in COVID cases is undermining the V-Shaped recovery narrative.

End of the quarter portfolio rebalancing, which managers postponed in March.

We will go through each of...

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