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Thoughts on my September and October thesis playing out

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Thoughts on my September and October thesis playing out

Edward Harrison
Sep 8, 2020
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Thoughts on my September and October thesis playing out

pro.creditwritedowns.com

Around the time that the re-opening rally began to consolidate, I developed a thesis that we would have to wait until September and October before we would know more clearly how the economy would perform over the medium-term. And my view was that this would drive increased volatility in asset markets, potentially leading to a sell-off due to risk off se…

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