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”…
Search Results for: covid-19
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%…
Berkshire Hathaway Cuts U.S. Bank Holdings
…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…
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…