…averages in the seven months after the election, regardless of which party wins. It stipulates, however, that the surge in Covid cases “doesn’t bode well for a recovery in economically…
Search Results for: covid-19
Brown University Became Top Endowment in Ivy League
…Covid-19 health measures while revenue from enrollment has shrunk.” Brown’s administration reportedly expects as much as a 13% deficit in its total operating budget for the current fiscal year, which…
The Market Bubble Will Burst, Says Jeremy Grantham
…by investors which, he said, “was not lacking in the rally off the COVID low.” “My bet,” said Grantham, “is that reality will catch up with the high P/Es.” Other…
Markets Expect Vaccine to Be Only Partially Effective
Hedge fund manager Dmitry Balyasny says stock markets are expecting a Covid-19 vaccine this year that is only 50% to 60% effective, “leaving room for some unloved equities to rally”…
Suburban Subdivision of Wall Street Packed with Renters
…financial crisis of 2008-2009 by purchasing homes and renting them out. Now, the article reports, the backdrop of rising Covid cases has led firms like Blackstone, Brookfield Asset Management and…
Interview: A Multi-Disciplinary Approach To Investing & Learning With Nir Kaissar (Ep. 46)
…of these areas, and the unprecedented times all of us are currently living through. We discuss: The COVID-19 crisis and the government response to it and what they mean for…
Dalio: Dollar as Reserve Currency Threatened
The dollar’s long-standing position as global reserve currency is in danger because of the “steps the U.S. has taken to support its economy during the Covid-19 pandemic,” says Bridgewater founder…
High-Yield Bond Defaults May Double, Says Gundlach
…the Covid-19 pandemic remains a threat to the recovery.” He added, “It’s foolhardy to believe that one can have this kind of a shock to an economy and it just…
How Stocks and Bonds Have Responded Differently to Coronavirus Pandemic
…1.25%. The article offers three possible explanations: Equity investors evaluate long-term cash flows, bond investors don’t. “Thus, while stock shareholders have already looked past Covid-19’s existence, bond investors continue to…
U.S. Economy Fears Lead to Ultra-Rich Club Stockpiling Cash
…in assets—has reportedly raised its cash holdings to 19% of total assets due to “concerns over the economic consequences of the Covid pandemic in the U.S.,” up from about 12%…