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How to Make Sense of the “Senseless” Thumbnail

How to Make Sense of the “Senseless”

Simon discusses the impressive bounce off the March lows in the face of some of the worst economic data ever recorded. He places in a historical perspective and looks at several perspectives: investor behavior, low interest rates, and the makeup of the S&P 500 itself. He also discusses the dominance of large-cap tech in the index and what that means for today and going forward. Simon provides the rationale for BABA, the Group's latest addition to the portfolio. 


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