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KMF - Investing For The Long Run: How To Improve Your Foresight
Kayne Anderson Midstream Energy Fund Inc
I have separated my long-running Investor section from Weighing the Week Ahead. My hope is to highlight ideas for the long-term investor. In my last investment post I applied the key concepts of the matrix to the deeply bifurcated market - FAANG and everything else. The Great Reset research has moved on. Here are the key points:
How long until the recession ends?
What pandemic developments can facilitate the return to a normal economy?
What are the best stocks for the "other side?"
For now, and for as long as the pandemic weighs on the