Opening The Economy: Who Wins?
Opening The Economy: Who Wins?

In previous post, I described the Cornell Capital Group Quarantine Index. The index tracks the performance of the stocksthat are likely to benefit from the fact that millions of people are more or less confined to their homesduring the lockdown. The index is composed of companies such as Amazon, Netflix, Peloton, Grubhub, Electronic Arts, and Zoom. It is an equally weighted index so as to not give undo weight to giant companies like Amazon. (More information on the index is available at cornell-capital.com.) In that post, I noted that between March 17, 2020 and the date of the post on April 17…

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HEDGE accordingly