Market Comment July 2020 - Who Is Zoomin' Who?
When Aretha Franklin topped the charts in 1985 with her song ‘who's zoomin' who?’ little did she know that one generation later the answer would be quite simple: Just almost everybody is zooming everybody else. Of the selected few winners from the Corona pandemic from ecommerce, gaming, digitization and streaming, Zoom Video Communications stands out. Zoom is helping to enable life-saving social distancing strategies during the pandemic. The popular video conferencing platfor
Market Comment June 2020 - Buy In May & Stay!
Photo by Karolina Grabowska from Pexels The effects of the Corona virus are in plain sight. The economic statistics for the first quarter of 2020 and the month of April are dreadful. Statistics rely on data and data is historic. Hence, statistics help us analyze the past. Economies have ground to a halt, factories were closed, social distancing forced staff working from home, schools and universities closed and kids turn to e-learning. This is all quite bad. Financial marke