Monthly Archives: September 2020

Time To “Check-in” on the Aircraft Travel Market

This week, Airbus, one of the world’s largest commercial aircraft manufacturers, announced a lowering of its expectations for aircraft deliveries due to the weak travel market. With the Coronavirus pandemic grounding global air travel, driving affected equities down 50-70% from their pre-COVID highs, it’s worth revisiting the sector to see if there is opportunity to invest for a rebound. In this piece, we will examine the issues at hand to see which factors are the most significant in figuring out when or if a rebound can be expected. Read

August Portfolio Update | 2020

Thoughts on the Market: August Edition


The Stock Market is Not the Economy.

It’s becoming increasingly apparent that the COVID-low in the market occurred in March. That statement may seem blindingly obvious with the S&P500 reaching a new all-time high on September 2, but after a continuous bombardment of headlines like “economy sucks, stocks overvalued”, it can be tough to see the forest for the trees.


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