…Federal Reserve as a lagging rather than leading indicator Why gold serves as an effective hedge against uncertainty Bernstein’s skeptical view on cryptocurrency and Bitcoin valuation The limitations of index…
Search Results for: federal reserve
Tariffs vs. Resilient Economy : Jim Paulsen on Who Wins
In this episode of Excess Returns, we are joined by Jim Paulsen of Paulsen Perspectives. We unpack the complexities of tariffs, Federal Reserve policies, and investor psychology amidst a turbulent…
Strategy of the Week: Martin Zweig Growth Investor Model
…19.9 39.3% 0.0% 66 -12.6% AGM FEDERAL AGRICULTURAL MORTGAGE CORP 92% $194.80 $2,049 11.9 16.6% 2.9% N/A 2.5% HLNE HAMILTON LANE INC 92% $150.57 $10,786 27.7 20.1% 1.3% N/A -6.7%…
Practical Lessons from Bob Elliott
…can’t meaningfully decline while wage growth remains elevated without productivity improvements. The Fed’s Decision-Making Process Elliott provides insight into why the Federal Reserve appears “behind the curve,” explaining how its…
Practical Lessons from Jim Paulsen
…and what this means for investors How the Federal Reserve’s approach to communication and policy has transformed Why traditional recession indicators failed in the recent cycle The conversation features numerous…
Practical Lessons from Ed Yardeni
…curve inversions failed this time, and why focusing on labor market data proved more valuable. Yardeni’s perspective on the Federal Reserve’s evolution in handling financial crises offers crucial context for…
Academic Research Summary: Does It Matter Why Factors Work?
A groundbreaking new study challenges conventional wisdom about how we look at investing factors. The paper, “Does Peer-Reviewed Research Help Predict Stock Returns”, written by Andrew Chen of the Federal…
Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation
…where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve. We discuss: – The limitations of dividend-focused investing strategies…
The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan
…impacts of factors like AI and deglobalization on the economy. We explore his views on different economic scenarios and the Federal Reserve’s actions. As always, Andy provides nuanced insights into…
You Probably Don't Believe These Ten Investing Ideas. Evidence Suggests You Should | Meb Faber
…We explore a wide range of topics, including the Federal Reserve’s performance, dividend investing strategies, international diversification for U.S. investors, trend following, and the relationship between interest rates and stock…