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INVESTING IN A SPECULATIVE MARKET WITH “THE INTELLIGENT INVESTOR” COLUMNIST JASON ZWEIG
For financial historians and serious market observers, the current era has all the signs of a developing market bubble.
Money is abundant, a wide range of financial assets have risen to record or near-record levels, and enormous amounts of money are flowing into stocks. Private equity funds are flourishing and bonds continue to attract huge sums.
Demand for residential real estate is soaring as are home prices. And despite recent dramatic declines, innovative products such as digital currencies have appreciated at breathtaking speed.
Speculative trading by individual investors has also increased as a new growing community of online traders has emerged as a potent market-moving force.
The combination of all of these forces caused me to reach out to this week’s WEALTHTRACK guest.
Continue Reading »EXCLUSIVE WITH ROBERT KESSLER ON WHY 100 YEARS OF STOCK MARKET HISTORY ARE SIGNALING DANGER
How strong and lasting is the current rebound we are seeing in the economy? What about the resurgence in inflation? Those are major debates raging on Wall Street right now.
This week’s WEALTHTRACK guest is looking beyond the current rebound and focusing on what he sees as massive problems which will act as drags on recovery.
Continue Reading »WHY DAVID ROSENBERG IS CONVINCED THAT THE BULLISH CONSENSUS ABOUT THE ECONOMY AND 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 of a rapidly rebounding economy, supply shortages and tight labor market will lead to a sustained rise in prices.
Continue Reading »NEW OPPORTUNITIES AND CHALLENGES FOR BOND INVESTORS WITH TOP-RATED BOND MANAGER, MARY ELLEN STANEK
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 interest rates declining to record lows, has the bottom finally been reached after many false starts? How real is this uptick in rates and what does it mean for bond investors?
GREAT INVESTOR STEVEN ROMICK LOADED UP ON UNLOVED STOCKS DURING 2020 SELL-OFF. WHAT’S HIS PLAN NOW?
“Jack be nimble Jack be quick” isn’t a concept one usually associates with long term value investors but sometimes extraordinary times call for exceptional responses. The first quarter of 2020 was one such event for this week’s guest.
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