Weekly Note: Impact Healthcare REIT added to buy list, back where we started with markets

Plus GS strategist on spotting bear markets and market cycles

Programming note: As it’s the summer holidays and still warm, I’m on weekly notes with regular service (thrice weekly) resuming in September. As with this week, next week will be a shorter note.

Macro – not far off where we started

Was the recent panicked sell-off just a storm in a teacup or a harbinger of impending doom? I honestly can’t say, but most in…