OPEC has reached a deal which will stabilize the oil markets. It won't help demand until the virus calms down. Oil prices have bottomed which means less risk of deflation.

You can see the reaction of the Fed and central banks around the world are providing double the liquidity (buying and holding assets) of the 2008 crisis.

The fiscal and monetary stimulus is unprecedented. You will see reactions in the housing market as it becomes more difficult to get loans which will drive down home prices.

"Economies will re-open to a greatly diminished demand environment, with high saving rates and very low discretionary spending. This argues for a U-shaped recovery and a persistent, large output gap, in our view." source: zerohedge.com

"it is only a matter of time before US capital markets get to a point where no economic or fundemental signals are reflected in risk assets, resulting in a "market" that is if not nationalized, then centrally-planned by the whims of a small group of Fed career economists, most of whom have never held a private sector job and have zero real world experience.

How does such ubiquItious central planning end? Look no further than the USSR for the answer."

In the great depression we had a similar economic shock with the dust bowls in drought areas where normally crops were grown.

We are living in a debt economy run by a few private banks you can view the following chart:

So currently, our debt load is ~78% of GDP.

Debt held by the public is expected to rise from 78% of GDP ($16 trillion) at the end of 2018 to 96% GDP ($29 trillion) by 2028. That would be the highest level since the end of World War II.

This is when we were on the Bretton Woods Agreement.

Now there is no tie to gold, and credit issuance can skyrocket to levels beyond those pre 1971.

This could all be fixed by a balanced budget and a return to sound money. To protect yourself invest in companies changing the future. Sound money may be closer than you think, however. News on that later.

Some companies will end up replacing the office work model with computer based work models. and companies will benefit.

Amazon, Google, IBM, Uber are my favorite companies to buy in this dip. I think IBM could become a Desktop office operating system player with their acquisition of Red Hat.

The opening up of the Economy under President Trump will be a momentous occasion. We are still living on a broken banking system that benefits the bankers and governments who get access to the cheapest credit first before every asset is inflated. We will see what prices do when people go back to the stores.

Protect by building positions at lows and having multiple income streams.

You might want to look for really strong companies that have a slightly negative EPS but low debt load as they will be able to survive in the troubled debt market. Stock screeners are useful for that. Tradingview.com and TDAmeritrade are my favorite.

If you want to check out a competitive alternative to the Traditional banking system based on cryptocurrency check out www.defipulse.com

-John Lambrechts