Strategic Intelligence December 8th Portfolio Update
Jim warns against multiple risks facing the U.S. economy in the months ahead. Although recent vaccine developments are positive news, it’s going to take at least another six months for them to get into widespread circulation. In the meantime, Jim expects another wave of business lockdowns and the net effect will be a surprise to the downside in the U.S. economy in early 2021. For now, read on as Dan gives guidance on all the open positions, including one buy moved to a hold and details on five positions sold last week in the portfolio.