Revisiting the CCG Quarantine Indexes
Back in April 2020, we introduced two new indexes – the Cornell Capital Group (CCG) Quarantine Index and the CCG anti-Quarantine index. The Quarantine Index was composed of what might be called stay at home, work from home stocks. Typical companies were Amazon, Zoom, Netflix, and Grubhub. The anti-Quarantine Index was composed of get up and go places stocks such as airlines, hotels, restaurant changes, and movie theater companies.Q2 2020 hedge fund letters, conferences and moreCCG Quarantine Index PerformanceIn mid-May 2020 we compared the performance of the two indexes beginning on February 2...