Legendary investor Bill Miller on what the pandemic has and has not changed.
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ROSENBERG UPDATE
David Rosenberg is sharing his most recent comprehensive “Breakfast with Dave” newsletter to bring us up-to-date on his latest observations.
CONSIDER SOME “HOMEBODY” INVESTMENTS
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 Watch the related WEALTHTRACK episode.
ROSENBERG: 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
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THIS IS A BEAR-MARKET RALLY, LIFE HAS CHANGED & “HOMEBODY” INVESTMENTS WILL FLOURISH SAYS ROSENBERG.
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 impressive performance since the March lows, he remains bearish, calling the experience a classic bear market rally. In this week’s interview, we discuss what has led him to this conclusion.
