With the stock market at all-time highs and returns over the past year some of the best in history, the word “bubble” is getting thrown around more and more by…
Day: April 19, 2021
Review of ‘Investing with Keynes’
A recent article in The Wall Street Journal reviews a new book about John Maynard Keynes, best remembered as “an economist who made the case for governments to spend their…
Reflation Trade and Global Market Response
A recent article in Bloomberg reports that a “roaring” reflation trade in the first quarter has led to “lasting reverberations” across the globe. Here are highlights of what the article…
Stifel’s Barry Banister on Value versus Growth
In a recent interview with CNBC, Stifel chief equity strategist Barry Banister shares his thoughts on the value rotation and what it means for the valuations. Here are highlights from…
