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Looking forward the next few months, we are starting to see more positive signs. The data coming out is signaling that the economy has a foothold.

Lori Calvasina, RBC Capital Markets’ Head of U.S. Equity Strategy has a 10 Minute discussion regarding her concerns with the disconnect between the current market. 

Below is a video I recorded discussing the elevated state of the markets and how there are three different types of companies influencing it.

It seems that despite all the bad new coming out the market seems to continue to go up. It seems to have blinders on and is ignoring it.  Why is that happening? Is there a drop coming? How should we be investing right now?

John Stackhouse and RBC Economics have published a article looking at the changes in human behaviour and how we see the economy and businesses changing. This is a fascinating article, and I encourage you to read it. 8 Ways COVID Will Transform the Economy...