An exclusive interview with outspoken, contrarian thinking Treasury bond manager Robert Kessler on why the stock market is in the danger zone.
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Inflation Is Temporary: Bullishness on the Economy & Markets Is Wrong
The consensus for the economy is bullish. After a 6.4% annualized increase in real GDP, that’s without inflation, in the first quarter, recent forecasts are for 10% GDP growth in the second quarter, 7.5% in the 3rd, and 5% in the fourth.As for inflation expectations, they are up. Again the consensus is that the combination […]
ROSENBERG: PERSEVERANCE UNDER PRESSURE
Influential economist and strategist Dave Rosenberg has had several times in his career, most notably at the height of the tech bubble in 2000 and another leading up to the global financial crisis in 2007, when he was so out of consensus by being bearish that his colleagues and clients pressured him to change his forecasts.
WHY DAVID ROSENBERG IS CONVINCED THAT THE BULLISH CONSENSUS ABOUT THE ECONOMY AND MARKETS IS WRONG
Influential and outspoken economist and strategist Dave Rosenberg explains why he is as convinced now as he was going into the tech bubble and global financial crisis that the bullish consensus is wrong.
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New Opportunities and Challenges for Bond Investors
Times they are a-changin’…With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend, the economy is reopening and rebounding with gusto. All of these developments are creating new opportunities and challenges for bond investors. Bond prices fall when interest rates rise and vice versa. After a 40-year bull market in bonds, with […]
STANEK – OPEN FOR BUSINESS
Mary Ellen Stanek and her team took an unusual route during COVID. They kept their offices open for business. She explains why they made that choice and how it worked out.
