Tag: Stocks
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Wells Fargo Economics on Return to Office
Office vacancies remain high
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Morgan Stanley 2024 Global Strategy Outlook
Key asset class takeaways
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Goldman Sachs 2024 US Equity Outlook
9 key takeaways
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“It’s a Really Good Time to Have a Diversified Portfolio”
Leading investment strategists’ insights on the markets
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Fooled by Dividends
There are some enticing dividend yields out there right now as many of stocks have been hammered. Several readers have recently asked me about investing in dividend stocks. I’m afraid many have misconceptions about the purpose of dividend stocks. So I’d like to share my thoughts.
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Recession or nah?
How to invest with so much uncertainty
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Rice Price at 15-Year High
People in countries like Thailand and Vietnam have started hoarding rice, fearing further price hikes
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Something is Broken
Now, I’m not necessarily predicting an imminent meltdown. These market signals are part of a broader mosaic – including geopolitical and biophysical issues – that is emerging. But something is definitely broken.
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Sentiment is So Negative It’s Bullish. Yet Rate Cycle is Bearish.
Confused yet? If you have a full time job (or life) you might not be able to watch the markets close enough to anticipate shifts and ruminate over conflicting information.
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Jeff Gundlach’s Presentation at Jim Grant’s Fall Conference
Plus what we’re hearing from investment strategists around the world
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How Treasuries Could Return 74.7%
Mortgage rates hit 8% and stocks are getting downgraded. A deteriorating economy could be a boon for bonds.
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War: What the Market is Predicting
Weekly macro soundbites from strategists and economists from across the world.