Staying the Course

04/30/2022

ValueWorks’ Charles Lemonides explains why his economic outlook remains relatively positive, why the stocks of some already beaten down high-fliers could still have much further to fall, why the nascent recovery in energy markets has room to run, and what he thinks the market is missing – good or bad – in Air Lease, Mesabi Trust and Beyond Meat.

If you are a subscriber, log in to access the issue and bonus archive: