Dark Money Millionaires Portfolio Update for April 9
Stock markets rose this week on speculation about the reopening of the U.S. economy and optimism that new cases of the virus were leveling off. But we think the market has not totally come to terms with the poor corporate earnings ahead. We anticipate the next round of U.S. and global GDP, second-quarter earnings and third-quarter guidance to be a harsh reminder that we’re not out of the coronavirus woods yet. For now, read on for Dan’s latest thoughts on all open positions in the portfolio.
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