Random Gleanings: December Update
Investment Insights Random GleaningsHello Friends,
In this update video, Chris and Jesse touch on
- PP&W's recent move to their new permanent location (242 S. Pleasantburg Drive, Greenville, SC 29607) (0:00 - 1:10)
- Anticipated government stimulus & an eye on Georgia Senate runoff (1:10 - 2:55)
- Value Stocks catch the trend & pay a dividend (2:55 - 5:04)
- SELF FACT CHECK - At the 4:23 mark, I (Jesse), mention the two factors of Growth and Value having never seen as wide a disparity in relative price. This is not accurate. From November 1999 - November 2000, during the tech bubble, the relative price of growth had exceeded the recent gap. But since that period (20 years!) we've not seen such a discrepancy of performance. SOURCE: https://www.longtermtrends.net/growth-stocks-vs-value-stocks/
- Vaccine Optimism & Business Resiliency (5:04 - 7:37)
- 60 Minutes Link - At the 5:15 mark, Chris mentions a 60 Minutes profile on vaccine development and dissemination - https://www.cbsnews.com/news/covid-19-vaccine-distribution-60-minutes-2020-11-08/
- Thanksgiving Dinner Recap & Thanks to YOU! (7:38 - 8:50)
