Q2 2020 Macro Presentation - "Phase Change" | July 21, 2020
Jul 22, 2020 ·
1h 9m 30s
On July 21, 2020 Narwhal Capital released its Q2 2020 Macro Review and Outlook. The commentary contained therein is the firm’s opinion at the time of publication and not intended...
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On July 21, 2020 Narwhal Capital released its Q2 2020 Macro Review and Outlook. The commentary contained therein is the firm’s opinion at the time of publication and not intended to be investment advice.
Our theme for this quarter is “Phase Change.” Just as matter phase transitions exist – ice to water, for example – there are also economic and financial phase changes – from bullish to bearish, or recession to expansion. This presentation attempts to map out what the current phase transition looks like.
Visit our website at www.narwhalcapital.com
Please see disclosures.
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Our theme for this quarter is “Phase Change.” Just as matter phase transitions exist – ice to water, for example – there are also economic and financial phase changes – from bullish to bearish, or recession to expansion. This presentation attempts to map out what the current phase transition looks like.
Visit our website at www.narwhalcapital.com
Please see disclosures.
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| Author | Narwhal Capital Management |
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