Summary
- Volatility is here and Q4 2020 could look a lot like Q4 2018.
- Rising unemployment among higher income earners is going to be a major headwind to stocks.
- The election will have different impacts than people think.
- You will need a barbell strategy of investing for the rest of the 2020s to navigate the "slow growth forever" global economy.
- On one side you must invest in growth, on the other, you must have asset inflation sensitivity to compensate for policy responses to deflationary pressures.
Each week, I do a free Friday webinar for members of Margin of Safety Investing and anyone else interested who subscribes to me for free on YouTube. I invite you to join us as we discuss navigating a potentially very volatile Q4 and how to invest in the 2020s.
Here are the details for today's webinar. Please do join us.
Kirk Spano is inviting you to a scheduled Zoom meeting. Every week on Fri Weekly:
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