Calvinist and Hobbs Explain Why CVS Should Fare Well In a Market Downturn

Good afternoon,

I am not offering Investment Advice, however the adjustment in the ten year yield we saw today that is trending towards a basic understanding of math, indicates the markets could be working to preserve people’s capital by ensuring their clients are being compensated for the tenor risk of government bonds.

This could have a detrimental effect on stocks whose attributes include inflationary hedges. I do not think this will be the case with CVS and other companies that own pharmacies. It looks like we will see though!

However, also of concern today is CVS ‘s lack of computer savviness. However, I am sure investors appreciate that they are working with authorities to resolve the issue.

https://seekingalpha.com/news/3706962-cvs-mistakenly-leaked-search-record-database-unclear-if-traceable-to-individuals-forbes

Warmest Regards,