© Bloomberg By now, unless you’re a belligerent value investor, you’ll be aware of the cloud computing software stocks (or SAAS — software as a service) and their insane market outperformance since the coronavirus-induced lows of mid-March.Here, for instance, is the WisdomTree Cloud Computing Fund’s performance versus the Nasdaq since the market bottom: The fund, ...
FT Alphaville considers the following as important:
This could be interesting, too:
Menzie Chinn writes Guest Contribution: “The impact of the pandemic on developing countries”
FT Alphaville writes Someone should have a word with the government’s graphics team
Tyler Cowen writes Monday assorted links