Bear Markets are Challenging but Offer Opportunities
How to allocate capital right now is an important consideration. The market is likely to remain volatile in coming weeks and a V-shaped recovery is unlikely. The market appears to be a discounting a mild recession but there is every chance it could be sharper and more severe as economic activity grounds to a standstill for an extended period. As such, the playbook I am using is to take advantage of current market dislocations. Focusing on arbitrage opportunities could be especially rewarding should the window to acquire strong