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Blain’s Morning Porridge/Bill Blain/5-5-2020
“What is the future going to look like? What if I suggest the Coronavirus, and the consequences of the response, will spell the effective end for Financial Asset Markets – bonds and equity? What if I think that’s probably a good thing?”
USAGOLD note: Blain tells investment professionals they should not despair at the disappearance of the bond and equity markets. The real economy and all it has to offer beckons. He goes on to conjure seven “inviestible scenarios” to consider.