With unemployment claims skyrocketing and Fed seats unemployment that is forecasting of 30%, it is pretty clear to a lot of investors that a recession is coming.
Only at that true point, all of the alpha has been chased out from the businesses you’d expect you’ll boom with social distancing – Zoom, Slack, Blue Apron and stuff like that. Therefore the next real question is, exactly just what shares might outperform in a recession where there’s nevertheless value? Continue reading
