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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EXCLUSIVE WITH ROBERT KESSLER ON WHY 100 YEARS OF STOCK MARKET HISTORY ARE SIGNALING DANGER
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 […]
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 […]
NEW OPPORTUNITIES AND CHALLENGES FOR BOND INVESTORS WITH TOP-RATED BOND MANAGER, MARY ELLEN STANEK
One of Barron’s 100 most influential women in U.S. Finance, Mary Ellen Stanek, Chief Investment Officer of Baird Advisors and President of Baird Funds, discusses the rapidly changing conditions in the bond markets.
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Equity-Like Returns With Less Than Stock Market Risk
“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.Steven Romick, who has appeared on WEALTHTRACK since our launch in 2005 rarely does television interviews which is […]