Daily Observations
Comment of the Day

June 18 2020

Commentary by Eoin Treacy

Daily Observations

Thanks to a subscriber for this note from Bridgewater which includes a number of interesting discussion points on the outlook for stock market returns over coming months. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subcsriber's Area. 

There is a solid argument that the coronavirus lockdown is this generation’s Y2K. Back in the late 1990s there was a real fear electronics would stop working when the date ticked over into 01.01.2000. It prompted substantial investment in additional tech infrastructure and accelerated the rollout of the internet.

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