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Welcome to the second half of 2020. During the first six months, the markets were faced with an impeachment, a pandemic, an economic calamity, civil unrest and perhaps the commencement of ...

The first print of third quarter GDP validated my long held view of today’s recessionary fears are vastly overblown. The economy expanded at a 1.9% annualized rate versus the consensus view of a 1.6% pace. Perhaps the most significant aspect of the report...