NOIA switched name amid growth.
StockX raised $275M in a Series E.
Takeaways: McConaughey’s book.
China’s island bases need attention.
Analyzing the state of stock options.
Market Moving Headline:
The path of the virus is unknown, and the economic healing process is likely to be staggered. This kind of uncertainty can cause anxiety around your investments, but we find comfort in areas where we have more visibility. In our view, monetary policy, the fundamental driver of the business cycle, will remain supportive for the foreseeable future. Interest rates are likely to stay low until labor markets have fully healed and inflation has at least met, or exceeded, central bank targets. The nascent recovery has already found some momentum, and fiscal stimulus should continue to provide further support (failure to provide sufficient support is a key risk to economic healing).