'The recession has already started': David Rosenberg on the U.S. economy
BNN Bloomberg spoke with David Rosenberg, chief economist and strategist at Gluskin Sheff + Associates, about growing concern over the state of the global economy. and why he thinks the U.S. recession has already started. BNN Bloomberg video above published Jun 17, 2019. Gluskin Sheff + Associates Inc., (domain: gluskinsheff.com) is a Canadian wealth management firm. BNN Bloomberg is a Canadian English language specialty channel owned by Bell Media, broadcasting Canada’s only TV service devoted exclusively to business, finance and the markets, headquartered at 299 Queen Street West in Downtown Toronto. [Editor's note and caveat: Rosenberg has been known as a perma-bear.]
Get U.S. dollar exposure to prepare for coming economic pain: David Rosenberg
David Rosenberg thinks the U.S. is already in recession, but doesn't believe investors should flee from the greenback. BNN Bloomberg video above published Jun 18, 2019.
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Showing posts with label Bonds. Show all posts
Showing posts with label Bonds. Show all posts
2018-12-26
How To Invest Your Extra Cash Wisely and Financial Outlook for 2019
How To Invest Your Extra Cash Wisely
Bloomberg.com video above published Dec 13, 2018.
Vanguard (domain: vanguard.com):
Bloomberg.com video above published Dec 13, 2018.
Vanguard (domain: vanguard.com):
Vanguard 2019 economic and market outlook (pdf)Tweets by Vanguard_FAOur take on where the economy might be headed in 2019 and beyond: https://t.co/YzZuEkNgQG— Vanguard (@Vanguard_Group) December 18, 2018
2018-10-15
BlackRock’s Rick Rieder: Technology Stocks Are Not Overvalued (video)
Technology stocks aren’t overvalued: BlackRock’s Rick Rieder
Rick Rieder, BlackRock.com’s CIO of global fixed income, discusses his outlook on technology stocks and why he owns Tesla $TSLA. FoxBusiness.com video published Oct 12, 2018.
"The BlackRock GPS signals that G7 growth remains solid and above-trend. The gap between the GPS and consensus expectations has widened slightly over the past month, suggesting that scope for upside growth surprises remains in coming quarters, particularly in the US"--Blackrock.com.
Tweets by RickRieder
Rick Rieder, BlackRock.com’s CIO of global fixed income, discusses his outlook on technology stocks and why he owns Tesla $TSLA. FoxBusiness.com video published Oct 12, 2018.
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| $TSLA |
Tweets by RickRieder
2018-04-06
Jeffrey Gundlach & Wilbur Ross: Stocks, Bonds, Bitcoin, Tariffs & China
Jeffrey Gundlach On Bonds, Tariffs And Bitcoin
Gundlach: "Bitcoin is the Dot Com of our world today." CNBC.com video above published Apr 4, 2018: Jeffrey Gundlach, CEO of Doubleline Capital (Domain: doubleline.com), talks bonds, tariffs and bitcoin in an exclusive interview on CNBC's "Fast Money." See also Doubleline Funds webcast-schedule and bitcoin price.
Note also:
VIX
The Chicago Board Options Exchange (CBOE) Volatility Index, known by its ticker symbol VIX, is a popular measure of the stock market's expectation of volatility implied by S&P 500 index options.
U.S. Commerce Secretary Wilbur Ross Reacts To China's New Tariffs
CNBC.com video above published Apr 4, 2018: In an interview with CNBC, U.S. Commerce Secretary Wilbur Ross says China's new tariffs do not represent a threat to the United States.
NASDAQ Composite UP 2.5% YTD:
The NASDAQ Composite (ticker symbol IXIC) is a stock market index of the common stocks and similar securities (e.g. ADRs, tracking stocks, limited partnership interests) listed on the NASDAQ stock market. Along with the Dow Jones Industrial Average (a/k/a Dow or DJIA) and S&P 500 Index, it is one of the three most-followed US stock markets' indices. The composition of the NASDAQ Composite is heavily weighted towards information technology companies.
The Dow’s (DJIA 30 stocks) decline for the year-to-date primarily comes down to 5 stocks which give a better narrative than the media of how tariff issues are affecting US equity prices: 3M; Caterpillar; Home Depot; Proctor & Gamble; Walmart.
Gundlach: "Bitcoin is the Dot Com of our world today." CNBC.com video above published Apr 4, 2018: Jeffrey Gundlach, CEO of Doubleline Capital (Domain: doubleline.com), talks bonds, tariffs and bitcoin in an exclusive interview on CNBC's "Fast Money." See also Doubleline Funds webcast-schedule and bitcoin price.
Note also:
- Daily Presidential Tracking Poll | RasmussenReports.com April 04, 2018: "51% of Likely U.S. Voters approve of President Trump’s job performance."
VIX
U.S. Commerce Secretary Wilbur Ross Reacts To China's New Tariffs
CNBC.com video above published Apr 4, 2018: In an interview with CNBC, U.S. Commerce Secretary Wilbur Ross says China's new tariffs do not represent a threat to the United States.
S&P 500 Index DOWN 0.4% YTD:
2017-09-12
Jeffrey Gundlach LIVE Webcast "Wack-O Season" Sept 12, 4:15pm EDT
Yes, we know about that September 12 event in Cupertino: the 10th anniversary of Apple's iconic iPhone celebrated with a first-ever event at the new Steve Jobs Theater on the Apple Park Campus at 10am PDT (1pm EDT) reportedly introducing the OLED iPhone X, iPhone 8 and iPhone 8 Plus with LCD displays, Apple Watch with LTE, 4K Apple TV with HDR, and more, but for investors, analysts, traders, speculators, and more, there is another event also worth paying attention to:
To register: https://doublelinefunds.com/webcasts/
DoubleLineFunds.com Webcast Schedule
This webcast should be especially entertaining and informative due to a recent Wall Street Journal report which Gundlach has characterized as "fake news."
If you don't know who Jeffrey Gundlach, sometimes referred to as "the Bond King," is, read this brief profile on Wikipedia.org.
Jeffrey Gundlach on Twitter:
Tweets by TruthGundlach
See also:
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DoubleLine’s Sherman Show launches Season 2. Listen to first episode here: https://t.co/AhwzzT26nn— DoubleLine Capital (@DLineCap) September 7, 2017
- DoubleLine's Gundlach sues California wine merchant over bogus Bordeaux | reuters.com: "Soutirage is nothing but a crass huckster," Gundlach said in a complaint filed in a California state court in Los Angeles.
feedback & comments via twitter @DomainMondoThe most recent performance for all DoubleLine Closed-End Funds has posted to https://t.co/4aRRZhElh7. https://t.co/p3EnIZb1xT— DoubleLine Funds (@DLineFunds) September 11, 2017
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2016-12-27
Roger McNamee: Apple, EU, Future of Globalization, China (videos)
Roger McNamee: Apple Appealing EU Tax Is A Lose-Lose:
Video above published Dec 19, 2016: Roger McNamee, Elevation Partners co-founder, gives his take on Apple's response to the EU's tax ruling, Ireland and the EU, and the future of globalization.
Apple Inc.
Domain: apple.com
Stock: NASDAQ: AAPL
Americans Are Paying Apple Millions to Shelter Overseas Profits | Bloomberg.com: "Over the years, Apple Inc. has become the poster child for U.S. multinationals accused of sheltering overseas profits to avoid the IRS. What’s gone largely unnoticed is that it’s been paid more than half a billion dollars by the U.S. government to do just that. Taking advantage of an exemption tucked into America’s Byzantine tax code, Apple stashed much of its foreign earnings—tax-free—right here in the U.S., in part by purchasing government bonds, according to people with direct knowledge of the matter. In return, the Treasury Department paid Apple at least $600 million and possibly much more over the past five years in the form of interest, a Bloomberg review of its regulatory filings shows ..."
Do Stocks Have A Big China Problem?
Video above published Dec 19, 2016: Chinese bonds and equities have been sinking recently. Are American markets next? Max Wolff of 55 Capital and Eddy Elfenbein of the Crossing Wall Street blog discuss with Eric Chemi.
feedback & comments via twitter @DomainMondo
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Video above published Dec 19, 2016: Roger McNamee, Elevation Partners co-founder, gives his take on Apple's response to the EU's tax ruling, Ireland and the EU, and the future of globalization.
Apple Inc.
Domain: apple.com
Stock: NASDAQ: AAPL
Americans Are Paying Apple Millions to Shelter Overseas Profits | Bloomberg.com: "Over the years, Apple Inc. has become the poster child for U.S. multinationals accused of sheltering overseas profits to avoid the IRS. What’s gone largely unnoticed is that it’s been paid more than half a billion dollars by the U.S. government to do just that. Taking advantage of an exemption tucked into America’s Byzantine tax code, Apple stashed much of its foreign earnings—tax-free—right here in the U.S., in part by purchasing government bonds, according to people with direct knowledge of the matter. In return, the Treasury Department paid Apple at least $600 million and possibly much more over the past five years in the form of interest, a Bloomberg review of its regulatory filings shows ..."
Do Stocks Have A Big China Problem?
Video above published Dec 19, 2016: Chinese bonds and equities have been sinking recently. Are American markets next? Max Wolff of 55 Capital and Eddy Elfenbein of the Crossing Wall Street blog discuss with Eric Chemi.
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| Shanghai Composite Index (source: google.com) |
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********
2016-11-11
Trump Rally Day 2: Asian Markets Rebound, Dow Jones Hits Record High
Dow Jones Industrial Average (DJIA) Hits Record High:
Trump Rally Day 2--Dow hits record high Nov 10, 2016--The Dow Jones Industrial Average (DJIA) surged more than 200 points, blasting to new record highs, marking Day 2 of the "Trump Bounce" as Wall Street fears related to Donald Trump’s stunning election win gave way to hopes that the President-elect's policies could boost the economy. --read more at USAtoday.com.
Stan Druckenmiller: "I'm optimistic about the future"--Billionaire investor Stanley Druckenmiller told CNBC.com on Thursday he's "quite, quite optimistic" about the U.S. economy following the election of Donald Trump. "I sold all my gold on the night of the election," the founder and former chairman of Duquesne Capital said in a "Squawk Box" interview. He said he's betting on growth by shorting bonds globally and he likes stocks that respond to growth. He also likes prospects for the U.S. dollar, especially against the euro stating "... hopeful as I've been in a long time ... I would not be surprised if we're not looking at the peak of the divisiveness."
Druckenmiller's new outlook is in stark contrast to what he said at the Sohn Investment Conference in New York, May, 2016. At that time he told attendees they should sell their stock holdings and that gold was his "largest currency allocation."
Asian Markets Rebound as Trump Victory Sinks In:
Video above published Nov 10, 2016: Financial markets bounced back across Asia on Thursday as investors digested the news that Donald Trump will be the next President of the United States.
In Washington, a new domain name, greatagain.gov, marks the transition website of the President-elect: Help Wanted: 4,000 Presidential Appointees | President-elect Donald J. Trump: "More than 4,000 political appointees, many of whom hold important leadership and policymaking positions, will be heading out the door next year with the change in administrations."
Senate Majority Leader Mitch McConnell (R-KY) on the Election and Next Steps:
Video above published Nov 10, 2016: Senate Majority Leader Mitch McConnell spoke to the press the day after Donald Trump's electoral victory about what he expects to transpire in the coming weeks and months.
See also:
feedback & comments via twitter @DomainMondo
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Trump Rally Day 2--Dow hits record high Nov 10, 2016--The Dow Jones Industrial Average (DJIA) surged more than 200 points, blasting to new record highs, marking Day 2 of the "Trump Bounce" as Wall Street fears related to Donald Trump’s stunning election win gave way to hopes that the President-elect's policies could boost the economy. --read more at USAtoday.com.
Stan Druckenmiller: "I'm optimistic about the future"--Billionaire investor Stanley Druckenmiller told CNBC.com on Thursday he's "quite, quite optimistic" about the U.S. economy following the election of Donald Trump. "I sold all my gold on the night of the election," the founder and former chairman of Duquesne Capital said in a "Squawk Box" interview. He said he's betting on growth by shorting bonds globally and he likes stocks that respond to growth. He also likes prospects for the U.S. dollar, especially against the euro stating "... hopeful as I've been in a long time ... I would not be surprised if we're not looking at the peak of the divisiveness."
Druckenmiller's new outlook is in stark contrast to what he said at the Sohn Investment Conference in New York, May, 2016. At that time he told attendees they should sell their stock holdings and that gold was his "largest currency allocation."
Asian Markets Rebound as Trump Victory Sinks In:
Video above published Nov 10, 2016: Financial markets bounced back across Asia on Thursday as investors digested the news that Donald Trump will be the next President of the United States.
In Washington, a new domain name, greatagain.gov, marks the transition website of the President-elect: Help Wanted: 4,000 Presidential Appointees | President-elect Donald J. Trump: "More than 4,000 political appointees, many of whom hold important leadership and policymaking positions, will be heading out the door next year with the change in administrations."
Senate Majority Leader Mitch McConnell (R-KY) on the Election and Next Steps:
Video above published Nov 10, 2016: Senate Majority Leader Mitch McConnell spoke to the press the day after Donald Trump's electoral victory about what he expects to transpire in the coming weeks and months.
See also:
- Tech CEOs Look Ahead After Trump Victory | WSJ.com: "Let’s move forward—together!"--Tim Cook, Apple CEO
- Huffington Post Continues Campaigning for Hillary Clinton | WashingtonsBlog.com
- Lefsetz.com: "... He defeated Hillary fair and square. How did the intelligentsia get it so WRONG? First, the mainstream press thought people were listening to it. To these holier-than-thou talking heads who are paid millions to bloviate in a world where we get our news from the internet, not television… If you’re still watching TV for the answers, you ain’t got a clue ..."
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2016-06-04
Interview With Professor Burt Malkiel, A Randown Walk Down Wall Street
Interview With Burt Malkiel: Masters in Business (Audio) by Bloomberg View
Interviewed by Barry Ritholtz, Burton Malkiel is Chairman’s Professor of Economics at Princeton University. Professor Malkiel served as a member of the Council of Economic Advisers (1975–1977), president of the American Finance Association (1978), and Dean of the Yale School of Management (1981–1988). He was a director for the Vanguard Group vanguard.com for 28 years. Currently, he is Chief Investment Officer to software-based financial advisor, Wealthfront wealthfront.com. He is best known for A Random Walk Down Wall Street, now in its 11th edition, with over 1.5 million copies sold.
Malkiel discusses a wide range of topics from how he urged the creation of index funds to why “a blindfolded monkey throwing darts at a newspaper’s financial pages could select a portfolio that would do just as well as one carefully selected by the experts.”
Investing: A Random Talk With Malkiel - Bloomberg Gadfly: "... Are high-dividend stocks more risky than bonds? Traditionally, yes. If you look in terms of traditional risk measures, they are more risky, but in my view investors are going to be much better off.
You famously wrote that a blindfolded chimpanzee could select a portfolio that would do as well as any expert. How do you reconcile that view with Buffett’s long-standing success as a stock picker?
Warren Buffett has in his will instructed his widow to invest in index funds, which means that’s what Warren Buffett would do.
How do you invest your money?
I invest my own money largely in index funds."
2/ Decided I wanted to work on Wall St, so I picked up Burt Malkiel's "Random Walk..." & got my hands on all Buffett's investment letters— Anthony Scaramucci (@Scaramucci) February 29, 2016
Youtube video of Dr. Burton Malkiel: what an individual investor should be doing in the event that their investment portfolio is underperforming in the short term (published Aug 26, 2015).
Tweets by @WealthfrontBurton Malkiel is still an indexing fan, but a ‘smart beta’ skeptic https://t.co/e1adrP7wwI via @WSJ— DrivingTheDay (@DrivingTheDay) May 28, 2016
2015-12-17
FED Aftermath: Stocks Fall, Markets, Economy, Commodities (video)
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| S&P 500 Index, December 17, 2015 (source: google.com) |
Bond markets discount Fed’s estimates | FT Markets - FT markets editor Michael MacKenzie assesses market reaction to the Federal Reserve’s rate rise. He examines the discounting by bond markets of the Fed’s view on future rates and the possibility of a volatile 2016 if there is a firmer US recovery. Published on Dec 17, 2015
Above: Excerpt from "Economic projections of Federal Reserve Board members and Federal Reserve Bank presidents under their individual assessments of projected appropriate monetary policy, December 2015." Advance release of table 1 of the Summary of Economic Projections released with the FOMC minutes. See the full documents and notes here and below:
Information:
FOMC Meeting Statement:
PDF | HTML (Released December 16, 2015 at 2:00 p.m.)
Projections Materials:
PDF | Accessible Materials
Transcript (205 KB PDF)
PDF | HTML (Released December 16, 2015 at 2:00 p.m.)
Projections Materials:
PDF | Accessible Materials
Transcript (205 KB PDF)
See also on Domain Mondo:
- Milton Berg: Commodities May Sink 20% More, Equities in Bear Market
- FED FOMC Rate Hike, Press Conference Video Replay, Transcript
- Return to Normality? FED Set To Raise Rates for First Time Since 2006
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