ALL PROGRAMS
CONSIDER SOME “HOMEBODY” INVESTMENTS
June 20, 2020
CONSIDER SOME “HOMEBODY” INVESTMENTS
Rosenberg thesis: Transitioning permanently to more frugal “homebody” economy
“HOMEBODY” BENEFICIARIES include:
- Home OfficeTechnologies (cloud)
- Telecommunications
- Utilities
- Food Suppliers
- Diversifiers include:
- – Gold
- – Treasuries
ROSENBERG: LIFE CHANGING PANDEMIC?
June 20, 2020
LIFE CHANGING PANDEMIC?
Rosenberg calls the COVID-19 experience a game-changer for the economy and markets. It’s also had an impact on his life.
This is a Bear-Market Rally, Life Has Changed & “Homebody” Investments Will Flourish
June 19, 2020
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THIS IS A BEAR-MARKET RALLY, LIFE HAS CHANGED & “HOMEBODY” INVESTMENTS WILL FLOURISH SAYS ROSENBERG.
June 19, 2020
This week, in Part 2 of our interview with Rosenberg, he focuses on the markets. He says it is impossible to reconcile one of the highest unemployment rates since the Great Depression with the recent biggest 50-day post bear market rally in the S&P 500’s history and that something has to give. Despite the market’s ...
INFLUENTIAL ECONOMIST DAVID ROSENBERG WARNS LIFE IS GOING TO CHANGE PERMANENTLY AFTER COVID-19
June 12, 2020
In the first of a two-part interview, Influential economist David Rosenberg explains why “nothing is normal” after the COVID-19 pandemic. He is deeply concerned about the economy’s weakness and the stock market’s vulnerability.
WATCH NOW…THE FINANCIAL IMPACT OF PAST PANDEMICS HAS IMPORTANT LESSONS FOR TODAY SAYS HISTORIAN RICHARD SYLLA
June 4, 2020
The impact of past pandemics on the U.S. economy and markets has important lessons for today says financial historian Richard Sylla, as does the record growth in both monetary and fiscal stimulus.
Necessity of Record Monetary & Fiscal Stimulus
May 29, 2020
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INFLUENTIAL ECONOMIST PAUL MCCULLEY ON THE LASTING NECESSITY OF RECORD MONETARY & FISCAL STIMULUS
May 29, 2020
Influential economist and Fed analyst Paul McCulley says the concept of “Helicopter Money” from the government is here to stay and we are in a new era where monetary policy will play a subordinate role to fiscal actions.
Really Cheap Markets and the Pandemic’s Hidden Toll With Financial Thought Leader Rob Arnott
May 26, 2020
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May 22, 2020
Financial thought leader Rob Arnott considers how the COVID-19 experience has changed his life.
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