BIBL - 6 New Predictions For A Post-COVID Economy
With economies around the world re-opening, it’s time to start thinking about what the post-COVID world will look like.
My investment philosophy for navigating macro events is to create a narrative guided by specific, verifiable predictions.
Focusing on verifiable information rather than emotion-driven opinion helps remove bias from the investment process. My initial macro article on 3/10 helped readers understand why S&P 500 earnings in 2020 would likely fall to $140, which would drive the index to 2,400 or below. This was controversial as 2020 estimates were $175 at the time, but estimates have now