May 19, 2020 | 06:37 AM EDT DOUG KASS
John Mauldin's Virtual Strategic Investment Conference (Part Deux)
A reminder:
"I don't think I'm exaggerating when I say that our 16th Annual Strategic Investment Conference will be the most important one I have ever hosted."
Last week, John Mauldin's Strategic Investment Conference began -- it continues this week.
As some of you know, John is the author of Thoughts From The Frontline -- one of the very best sites extant.
Originally scheduled for Dallas, Texas, the conference will
Here is a description of this great event.
The conference will attempt to answer three core questions:
How deep a shock is the current recession going to be, and what does the recovery look like in the near term?
What is the longer-term fallout on the economy,
What profit opportunities will emerge from the rubble, and how do we seize them?
There will be a number of panelists and presenters including Neil Howe, Niall Ferguson, Jeff Saut, Catherine Wood, James Bianco, David McWilliams, Matt Ridley, Peter
Lee and I are appearing on May 21st (Thursday) -- the last day of the event.
I will be talking about being a contrarian, and bank stocks. @jimcramer @tomkeene