If you have been watching our video and podcast series this year, then you know that we have paid particular attention to many economic metrics as we have observed the closure of the United States economy, it’s re-opening, and looking to those metrics for direction as to market exposure and investment opportunities.

In this article, we are going to discuss the paradox with the letter “V”.  In April, the widely held opinion was that we would not experience a V-shaped recovery in either the economy or the market.