SFY - Keeping Perspective On The Market And Capital Allocation
"A pessimist sees the difficult in every opportunity; an optimist sees the opportunity in every difficulty." – Winston Churchill
Written on Sunday, March 22nd 2020
We take time each week to review our impressions and analyses of what has transpired in these rapidly changing times, to try to keep some perspective on the situation and our resulting capital allocation. Each investor will have entered this coronavirus-triggered downturn with their own capital allocation and investment needs, but perhaps the below discussion can help some direct capital effectively in this unique and challenging time. Those following