How do you plan a sane investment strategy for such a landscape?|
| Dear Reader, Stocks are rising around the world. The ASX just had its strongest month since November. And yet… COVID-19 is rising once again as well. At the very same time. More than 659,000 confirmed cases of the novel coronavirus infection were recorded in a single day in early April. Meanwhile, central banks everywhere are spending trillions they don’t have to keep the global economy going. And asset markets everywhere remain in permanent party mode. It’s ‘loopy land’, as the always-eloquent Bill Bonner puts it. How do you plan a sane investment strategy for such a landscape? Here is Jim Rickards’ answer. Regards, James Woodburn,
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