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TIF - Coronavirus Roundtable - Dealing With Black Swans And Downside
Tiffany & Co.
by Daniel Shvartsman
This week has served as a reminder that downside is still present and relevant to investors. For a bit there yesterday, it felt like we were headed to a March like three-day losing streak, before the market rallied. More significantly, earnings season has mostly wrapped up and while some stocks held up well, management teams still trended towards pulling guidance and placing question marks around the future.
Bram de Haas joined me to speak about the market after an appearance in our stock pickers' roundtable a couple weeks ago. There, he discussed