We have a semi lockdown for 90 days at the very least. Over that period of time an I'll prepared US will shift from bad to catastrophe. By September, most of the EU will still be in semi lockdown.
I can't pick bottoms however I may incrementally shift a large super balance from cash to global shares after GFC lows are touched. We'll see.
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We have a semi lockdown for 90 days at the very least. Over that...
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