Tag: episode_1651
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
ROSENBERG: LIFE CHANGING PANDEMIC?
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.
One of the striking financial characteristics of this pandemic stricken world has been the extreme divergence between the sickening economic reality on the ground and the out of this world exuberance in the stock market, which started long before now when businesses are slowly and sporadically being allowed to reopen.
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