…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…
Search Results for: covid-19
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…
Excess Returns, Ep. 33: Active Value Investing in a Changing World with Vitaliy Katsenelson
…with an alternate take on value and the advantages a discretionary approach can offer in uncertain times. We discuss the following: How COVID-19 has changed the game of value investing…
Jeffrey Gundlach on Covid and Market Risks
In a recent interview with Yahoo Finance, DoubleLine Capital CEO Jeffrey Gundlach shared a host of insights on market movements, the coronavirus pandemic impact and the outlook for the U.S….
The Stock Market Is Not Trusted by Institutional Investors
A survey of 100 institutional investors conducted last week (the II Fear Index poll) showed that 65 percent believe the long-term impacts of Covid-19 have not been sufficiently factored into…