Older Americans are starting to spend this year after being waylaid by the pandemic for the past 2 years, reports The Wall Street Journal. Household spending had a steep drop…
Tag: Economic Recovery
Ackman: Economy will Roar Despite Delta Variant
Hedge fund manager Bill Ackman is betting on the economy’s comeback, saying that not even the Delta variant of the coronavirus will derail it. This according to a recent article…
A Boom on the Post-Pandemic Horizon?
Although economic forecasters have always anticipated a period of strong growth to emerge post-pandemic, in recent weeks and months they have shifted to even more optimistic expectations: “a supercharged rebound…
How Value Stocks Will Benefit from Economic Recovery
A recent article in Barron’s offers insights for value investors from Ariel Investments founder John Rogers. Here are some key takeaways from Rogers’ comments: The markets are underestimating the strength…
This is a Classic Cyclical Recovery, so Ignore the Noise
A recent Bloomberg article argues that after “blanking out the noise from American and European politics,” and pandemic news, the markets are signaling a “classic cyclical recovery.” The article outlines…
Jones: Covid Vaccine to Trigger “Massive Boom”
Hedge fund manager Paul Tudor Jones predicts “an explosion” of economic growth in the coming year as a coronavirus vaccine becomes increasingly available. This according to an article in Yahoo…
Historical Value Performance in Recessions and Recoveries A Guide to Future?
The poor performance of value in recent years has led many investors to abandon the strategy, but “observers of market history know that value has faced similar death sentences previously,…
Vaccine a “Game-Changer,” According to JPMorgan
Strategists at JPMorgan Chase have upped their exposure to global stocks and retreated further from sovereign bonds, calling the recent positive vaccine news a “game changer” for markets. This according…
Markets Expect Vaccine to Be Only Partially Effective
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”…
Professor and ‘Dean of Valuation’ Aswath Damodaran on the Economy, Tech Stocks and the Post-Pandemic Environment
A recent RIAIntel article profiles NYU business school professor Aswath Damodaran and offers excerpts from an interview in which he discusses the state of the economy, FAANG stocks and the…