Most readers favored austerity over additional stimulus. Here are the results of last week’s poll:
In the spirit of Black-Friday deals I am posting my favorite book of the year (related to investing), The Big Short: Inside the Doomsday Machine by Michael Lewis.
Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio
Coho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More
This week’s poll will focus on the infograph. Note that the inforgraph was created on 11/10, and a lot has happened in the past 17 days.