The View from 5th Avenue

The View at Two – 1 April 2020

Will April Fool Us…? Today, Q2 begins on a sour note thus far with basically more of the same. Even though everything is down, it is with the same leadership as we have seen. Cyclicals keep getting hammered and tech remains the outperformer (because of its bond-esque qualities – growth in a world of no yield).  That said, equities are still not far off the week’s highs. Thus, it might be time to ask the question – have we seen the bottom yet?!

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