Market cycles are driven by innumerable factors, a majority of which are unpredictable and unknowable. This is also evident from the market moves and high volatility we have witnessed in the past four months. Hence, investing is not about forecasting or predicting market cycles and we do not attempt to do so. If we analyse the economic high-frequency data over the last few months, the economic activity due to the strict lockdown had nosedived and hit a low in April 2020 at around 35-40 percent of the normal. The gradual lifting of lockdown saw economic activity recover and snap back at a fast pace to around 70 percent in July 2020. … [Read more...] about ‘Essential goods and services companies make up 75% of our portfolio’
Do not go gentle in that good night
I’ve worked remotely across the country for years. Here’s my setup. The best tents and camping gear for beginners You should invest in a UV sanitizer. Here’s why This face mask made by an MIT-founded fashion brand is the best we’ve found yet Yale’s most popular online course ever is now available to take for free Editor’s Pick: Allbirds’ new running shoes are sustainable, fashionable, and unbelievably comfortable Why Thrive Market is a better alternative to Amazon for grocery delivery Fast Company may receive revenue for some links to products on our site. … [Read more...] about The best of Lululemon’s online sale, from tank tops to swim trunks
It’s all relatively inspiring until you remember that these aren’t normal times. How are people supposed to get new education and find a new job, as they struggle to feed themselves and their families if the boosted unemployment benefits rolled out as a response to the crisis are cut off? Or if they’re one of the projected 28 million people facing eviction and homelessness? … [Read more...] about New White House ad campaign tells millions of unemployed Americans to just find another job
Spotify acquiring Bill Simmons and the Ringer? “Depends on the beholder. As a consumer, I’m really interested in what Spotify will do for the Ringer,” he says. “I always had a sense it was a business with the potential to be much bigger than it was. It’s now the difference between taking three years to see what that looks like instead of 10. I don’t see any downsides unless they start pulling exclusivity really aggressively.” … [Read more...] about Podcasting’s best listener launches his own podcast about podcasting. Is this ‘peak podcast’?
That’s the beauty of Fatboy: The brand’s products are simple and efficient on their own, but also work together with a surprising amount of wit to create a system of comfort that is affordable, portable, and stylish. Summer is too short not to get out and enjoy it—whether you’re out on a grand adventure or simply escaping to your backyard. So, buy the damn furniture and have some fun. … [Read more...] about Fatboy makes the best outdoor furniture for the beach, deck, and backyard