We’re living in strange times. Mass shifts like the current one we’re undergoing in this pandemic come with a flood of information and much noise. Thanks to our robust global communications infrastructure we can observe and learn in ways like never before. One’s initiative and refined filter will serve them well in such times.
Here is what we are tracking from the lookout in 2020:
- Hospitalizations
- Antivirals
- Debt (all of it)
- Unemployment
- Delinquencies
- Defaults
- Vaccine
In that order, we believe these criteria will tell us much about where we are heading. Our filter is well-tuned.
Be well.