The large cap portfolio closed out the period ended March 31st with a value of $254.93 USD. When compared against the value at December 31st, 2019 of $326.45, this represents a loss of 21.9%. For the first quarter of 2020,…
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Gnostic Capital Large Cap Portfolio LOSS of 21.9% for the Quarter Ended March 31st, 2020.
Posted in Portfolio Model Subscription
Economic Implications of Service Sectors Hard Hit, or To be Hard Hit, by SARS-COV-2.
The current bout of SARS sweeping the globe (I prefer to use the scientific name SARS-COV-2 vs the generic terms COVID-19 or coronavirus) has, or will have, negative impacts on too many key sectors of the economy to fully enumerate.…
Posted in Portfolio Model Subscription
The Outlook for the Global Economy Sours as COVID19 Details Emerge.
Two competing COVID19 camps have emerged. One group, primarily bulls, suggest that the Corona virus results in a mortality rate somewhere along the lines of an influenza virus. The bullish case centers around this point; while bulls are alarmed that…
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Bernie Sanders is a Greater Risk to Equity Prices Than Coronavirus.
The winning, by Bernie Sanders, of the Nevada Democratic primary in solid fashion, coupled with several other wins, in conjunction with the stunningly bad debate by former mayor Michael Bloomberg, suggests that Bernie Sanders has the momentum to potentially capture…
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Geopolitical, Unintended, Benefits of Coronavirus (2019 -nCoV) Outbreak in China for Western Economies.
News that 40,000 plus persons have been officially diagnosed as having the newest strain of coronavirus in China have further widened fissures in both the Chinese economy and the government authoritarian model of dealing with the economy. All of this,…
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