Archive for March, 2021

RICHARD BERNSTEIN EXPLAINS WHY THE MARKET LEADERSHIP SHIFT TO CYCLICAL & VALUE STOCKS IS DURABLE

March 19, 2021

Part 1 of 2
It doesn’t take a rocket scientist to figure out that 2021 is a year of significant political and macroeconomic change.

Meanwhile, the rollout of COVID vaccines is starting to unleash a year’s worth of pent-up consumer and business demand.

That demand is also putting upward pressure on prices and inflation expectations. Those pressures are showing up in the bond market where yields on long-term bonds, the most sensitive to rising inflation expectations are rising. The price of 30-year Treasurys has fallen 15.6% in just three months.
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BERNSTEIN: PANDEMIC EFFECT

March 19, 2021

PANDEMIC EFFECT

Richard Bernstein reflects on how the COVID experience has changed his professional and personal life.

Watch the related WEALTHTRACK episode.

MORNINGSTAR’S JOHN REKENTHALER EXPLAINS WHY ETFS WILL SURPASS MUTUAL FUNDS AS THE INDUSTRY STANDARD

March 11, 2021

Part 2 of 2
John Rekenthaler has been tracking mutual funds at Morningstar since 1988. He correctly predicted early on that index funds would surpass actively managed funds. Now he sees a similar trend for ETFs as they attract record amounts of cash and mutual funds suffer outflows.
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Online Investor: Social Media Effect from Robinhood to GameStop

March 5, 2021

This page is here for technical reasons. Please click here for the episode page.

Bitcoin Is One of Many Bubbles of Historic Proportions Today Says Financial Historian James Grant

March 5, 2021

This page is here for technical reasons. Please click here for the episode page.

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