…Chase and other financial institutions.” This according to an article in the Financial Times. The article notes, “The Covid-19 pandemic has forced US banks to take billions of dollars in…
Search Results for: covid-19
Hedge Funds Use Alternative Data for Covid-19 Edge
…slow in reflecting the collapse in economic activity due to Covid, and the recovery.” It adds, “Providers argue it can provide precious, real-time glimpses into how a company or economy…
Fuss Says 1970s-Style Inflation Coming
…before COVID hit,” adding that “many people argue that the only way you can deal with that amount of debt is with inflation.” Both Fuss and Mattingly agree that inflation…
Big Tech Won’t Protect You from Inflation
…a reshuffle.” “Swapping out some bonds for gold and some U.S. technology stocks for Chinese ones could offer a better hedge,” arguing that the “wreckage” caused by Covid-19 and the…
Covid-19 Vaccine Approval Could Upend Markets, Says Goldman
A successful coronavirus vaccine could spark a sell-off of bonds and a rotation out of tech and into cyclical stocks, says Goldman. This according to a recent article in Bloomberg….
Making Sense of the Disconnect Between the Stock Market and the Economy
…https://www.visualcapitalist.com/the-anatomy-of-the-2-trillion-covid-19-stimulus-bill/ Source: https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm Much of the Value of Equities Lies in the Future It is important to keep in mind that the value of a company is the present value…
Ed Yardeni: Investors Should ‘Go Global’ to find opportunities
Veteran strategist Ed Yardeni warns that U.S. stocks are overvalued and could “face a shock if Covid-19 cases continue to surge and ripple across the U.S., and tensions with China…
What Peter Lynch, the Granddaddy of Stock Picking, Might Say To 3 Million New Robinhood Investors
Over 3 million new accounts were opened at Robinhood in the first quarter of this year – a resurgence in individual stock picking in the heart of the COVID-19 shutdown…
WealthTrack Interview: Bill Miller Shares Reasons to be Bullish
…forward. Mack prefaced the interview by outlining what she called “pandemic pivots” —changes that have occurred since the Covid-19 crisis began: $3 trillion collapse in U.S. GDP $10 trillion fiscal…
Bridgewater Talk on Global Outlook: Is Stagflation Next?
Earlier this month, Bridgewater Senior Portfolio Strategist Jim Haskel discussed the current market environment with the firm’s Co-CIO Greg Jensen including the global outlook as the Covid-19 pandemic continues, the…