…Federal Reserve support and “the big negative” of “China slowing down,” as well as “the plunging price of oil,” and the decline in profit margins. Looking at 2016, he notes…
Search Results for: federal reserve
Bridgewater's Dalio Says the "Risk is Asymmetrical on the Downside"
…hard for the Federal Reserve or central banks to ease monetary policy.” He observed that the effect of quantitative easing is, ultimately, to lower the spread (or return) because it…
Stock Market May Not be as Overvalued as Some Believe
…the value (price) of stocks. Safer investments are worth more, not overvalued. Major historical regime changes, according to Swedroe, include the creation of the Federal Reserve and the SEC. More…
Long-time Financial Sector Investor Chris Davis on Identifying the Best Opportunities
…company stocks to invest in based, in part, on “culture.” “By accounting choices, reserve practices, past credit losses, and disclosure practices,” he explained, you can build a pretty good mosaic…
Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)
John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…
Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)
John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…
Bridgewater's Dalio Worries about Fed's Effectiveness in Next Downturn
…Federal Reserve is overly focused on the short-term debt cycle and he predicts lower assets class returns going forward — somewhere in the 3-4% range over the next 10 years….
Bridgewater's Dalio Worries about Fed's Effectiveness in Next Downturn
…Federal Reserve is overly focused on the short-term debt cycle and he predicts lower assets class returns going forward — somewhere in the 3-4% range over the next 10 years….
Study Shows Risks of a Concentrated Stock Portfolio
…of the Federal Reserve’s ultra-low interest rate policies. The key takeaway according to JP Morgan is that “75% of all concentrated stockholders would have benefited from some amount of diversification.”…
Cooperman Reiterates Positive Market Outlook. Says Oil in "Bottoming Zone"
…list is that if a bear market were to begin today, it would be the first bull market to end without the Federal Reserve actually tightening interest rates. In the…