Generation PMCA 1Q21 Commentary: Zooming To Booming
Generation PMCA commentary for the first quarter ended March 2021, titled, “Zooming To Booming.” Q1 2021 hedge fund letters, conferences and more The pandemic forced us all to communicate via Zoom. While nobody wanted to attend a Christmas dinner or Passover seder on video, it was better than nothing. Thankfully, even though video communication is here to stay, vaccines are allowing us to return to normal. Meanwhile, the economy, now booming thanks to massive government stimulus and zero interest rates, should accelerate further in the near term as pent-up demand is unleashed. Pedal to the Met...