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Economic Outlook: We Don't Think the Market's Too Optimistic (M*)

davfordavfor
edited October 2020 in Other Investing
Here are a few excerpts:
We forecast a strong long-run U.S. recovery.

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...we should think carefully before proclaiming that any aspect of pandemic life will become a "new normal."

The market is overrating work-from-home adoption, contributing to our view that energy and real estate stocks are undervalued.
https://morningstar.com/articles/1002488/economic-outlook-we-dont-think-the-markets-too-optimistic
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