Value Guild

Value Rotation Weekly Update Nov 13, 2020

The Calm Before the Exchange Rate Storm?

https://www.project-syndicate.org/commentary/covid19-currency-stability-unlikely-to-persist-long-term-by-kenneth-rogoff-2020-11

OPEC Cuts Global Oil Demand Again On New Round Of Lockdowns, But Doesn’t Account For Possible Vaccines

https://www.zerohedge.com/markets/opec-cuts-global-oil-demand-again-new-round-lockdowns-doesnt-account-possible-vaccines

Coronavirus vaccine will topple Big Tech’s stock market domination: Goldman Sachs

https://www.foxbusiness.com/markets/coronavirus-vaccine-topple-stock-market-domination-big-tech

Tonight, We Leave the Party Like It’s 1999

https://www.gmo.com/americas/research-library/tonight-we-leave-the-party-like-its-1999/?mc_cid=e59a5dba7d&mc_eid=[UNIQID]

Zoom’s Boom May Be Over

https://seekingalpha.com/article/4388081-zooms-boom-may-be-over

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