In this video titled, “This time is different – or is it?”, Senior Portfolio Manager Chris Crooks addresses the current economic outlook by looking at the parallels between the current pandemic and its economic impact, versus the economic impact of the 1918 Spanish Flu pandemic. History doesn’t always repeat, but sometimes it rhymes.
Previous Post: October 18, 2021 – Earnings season got off to a good start. This week and next are the peak for earnings. We will learn a lot more about costs and supply chain issues, but whatever issues exist today may get resolved over the next year or so. That is last week’s message to investors. The solution will take time, but directionally, by mid-Summer 2022, Covid, supply chain issues, and inflation spikes should all be in the rear-view mirror.