WealthTrack
The right track to your financial health.
We are living in extraordinary times. We are calling it the Pandemic Pivot: the changes that have occurred or accelerated because of COVID-19 and the dramatic response to it, from economic shutdown to massive life support.
In part 2 of our in-depth interview with legendary value investor Bill Miller he explains why he remains bullish and where he is finding unusual opportunities created by the pandemic challenge.
Legendary investor Bill Miller on what the pandemic has and has not changed.
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David Rosenberg is sharing his most recent comprehensive “Breakfast with Dave” newsletter to bring us up-to-date on his latest observations.
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.
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.
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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.
