The Great Disconnect: The Stock Market vs. Reality

5 min read. Plus, our work-in-progress method for picking stocks.

What on Earth is Going on?

It doesn't make sense😕

How is the market rising while the economic and healthcare data is getting worse?

As the chart above shows, the S&P 500 fell 35% when the number of confirmed deaths was low and rallied 35% when the death toll started to climb.

Here's a timeline of significant events:

  • On February 24, the World Health Organi…

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