After devouring the bears this month (+13% on average), the bulls needed some Tums to digest overeating this week. What happens next seems to be a coin toss. However, two things are clear. First, there has been a rotation to small caps, and second, any country that intelligently navigates the Covid-19 virus will reap the rewards financially. So far, the winner is Taiwan by a large margin because it was out front in its early
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