In this bonus episode, we we discuss a presentation Justin recently gave to Fidelity customers about some of the major narratives shaping the current market. The word “unprecedented” tends to…
Tag: US Economy
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.…
Expectations for 2017 Market
An overview of expectations and factors that could affect the market in the coming year were outlined by strategist Burt White of LPL Financial in a recent Barron’s article. GDP:…
U.S. Stocks Show Increased Global Footprint
The post-election market rally coupled with the strength of the U.S. dollar has increased the share of U.S. stocks as a percentage of the global economy, according to this week’s…
Does the Market Trust Trump?
“Reading market movements—such as the steep rise in stock prices in the early post-election days as well as the subsequent ups and downs—requires a Rosetta stone,” writes Harvard economics professor…
Doll Bullish on Stocks
The S&P 500 inched up another 1.2% last week and, according to a Barron’s article by Bob Doll of Nuveen Asset Management, while equities are expensive on a historical basis…
Sonders Says Recession Risk is Low
Although there are those that believe the U.S. is on the brink of recession, Liz Ann Sonders, Charles Schwab’s chief investment strategist, says the risk is low. This according to…
The Markets and Economy Under Past Presidents
There’s a tendency among the masses to judge our presidents on the state of the economy during their terms. However, says a recent article by Morgan Housel of The Motley…
Harvard Professor’s View of a Sick Economy
If you were to view the current economic situation through the lens of a medical doctor, you might see that the patient’s illness fails to offer an obvious diagnosis. At…
Howard Marks talks Economy, QE and More
When it comes to investing in less efficient markets, Howard Marks (founder and co-chairman of Oaktree), has plenty of expertise. He also has plenty to say about the state of…