Robert Shiller ‘Downturn Can Continue for Years’

Robert Shiller, co-author of the Case-Shiller Index, breaks down his latest report and gives insight into whether housing can bounce back in 2012.

The only Positive: confidence is up, albeit not high.

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho 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