…from the Kenneth French library and the U.S. Federal Reserve showing that, since 1971, the “performance of the Value factor was negative when the yield curve was flattening:” “We observe…
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Why is Warren Buffett Buying Bank Stocks?
…growth. “Right now,” it adds, “investors are thinking the exact opposite: Economic growth is slowing, worries of a recession are rising, the Federal Reserve just cut interest rates for the…
How Bad Will the Next Recession Be?
…then-Federal Reserve Chair Paul Volcker’s successful but costly efforts to tame double-digit inflation by increasing interest rates.” Oil: Since the 1973 OPEC embargo, gasoline and other energy products account for…
Recession Coming Soon? Not According to Google Trends
…unemployment and television give “little cause for concern just now.” In a recent note to clients, the firm’s co-founder Nicholas Colas added, “If the Federal Reserve looked at Google Trends…
Gundlach: The Next Recession Will Come with A Lot of Turmoil
In an interview with Yahoo Finance earlier this year, DoubleLine Capital CEO Jeffrey Gundlach shared insights about the markets and the economy. Here are some highlights: The Federal Reserve seems…
Zero Interest Rates Forever?
A recent article in Bloomberg discusses the outlook for the federal deficit and potential repercussions with respect to interest rates. The article reports that the Congressional Budget Office’s release of…
Goldman: Value Investing Still Alive, with This Twist
…value stocks as “an easier monetary policy from the Federal Reserve would give a boost to growth expectations.” It adds that Goldman has screened for value stocks with “a quality…
El-Erian on the Meaning of the Market Rebound
…rate cuts now baked in by the markets and the “consensus justification for such an aggressive policy move by the Federal Reserve.” Further, he writes, “the effectiveness of monetary policy…
Warren Buffett: Investors Should Stop Picking Stocks
…to the mix the federal regulation of company information “you have a system that makes it very difficult to find relative bargains.” The article concludes that Buffett is “as usual,…
The U.S. Expansion is Still Going
…cites comments made by Federal Reserve Chair Jerome Powell, who said the U.S. is “on a good path for this year” due to healthy growth, a strong labor market and…