Mileura Capital: Q1 2020 Newsletter

March 31, 2020

In my last market thoughts commentary, I mentioned that US equities seemed to be ignoring the risk of coronavirus and the oil market was providing the best hedge to an anticipated slowdown... In this environment, reality finally caught up with US equities we have seen few sectors spared as main U.S. indices declined by over 30% only to rally hard last week. Not surprisingly volatility has expanded, and fortunes are being made and lost daily.

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