The guys over at Bespoke put out a great piece yesterday comparing the post-bubble performance of U.S. financials after the February 2007 top and the technology sector after the dot.com peak in March 2000. They are tracking within one percent, down 67 and 68 percent, respectively, 58 months after their peaks.
Bespoke provides interesting and unique insight into the data and markets.
H/T: Credit Write Downs
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