Quality Growth Weekly Digest #14
With the VIX reaching 29%, buying opportunities present themselves - but not everywhere
Welcome to another weekly digest to stay informed about everything that matters most to quality growth investors!
In case you’ve missed our previous posts:
+ much more on earnings reviews (Lifco, O’Reilly, Topicus, Otis).
If you haven’t yet, subscribe to get access to these posts, and every other post.
If you enjoyed reading this post, feel free to share it with friends! Or feel free to click the like button on this post so more people can discover it on Substack.
Soaring VIX Creates Opportunities
Two weeks ago, investors were cheering the big rotation into small caps with the rate cuts in sight. Today, in the midst of earnings season, investors are fretting about a series of weak economic data leading to one question: isn’t the FED too late with interest rate cuts?