Monthly Archives: September 2021
August Portfolio Update | 2021
Thoughts on the Market: August Edition
18 Months Later…
We believe that the day the Western world woke up to the risks of COVID-19 was March 11, 2020, when actors/couple Rita Wilson and Tom Hanks announced they had tested positive. If Forrest Gump could catch it, anyone could. At that point, markets had already priced in much of the pandemic and would bottom a couple of weeks later (35 days peak-to-trough).