Valuation and Demographics

Valuation and Demographics Our world is aging with high levels of debt and low interest rates, maybe for a long time. The chart shows that an aging population affects yields. You may also like “Debt and Demographics.” Image: Fidelity Investments

U.S. Bond Market Hedged and Unhedged

U.S. Bond Market Hedged and Unhedged Investors are frantically searching for yield, knowing that 25% of all bonds in the world trade at negative interest rates. Our world is aging with high levels of debt and low interest rates (maybe for a long time). Image: Fidelity Investments

Debt and Demographics

Debt and Demographics Our world is aging with high levels of debt and low interest rates (maybe for a long time). Image: Fidelity Investments

Second-half Recovery in Growth?

Second-half Recovery in Growth? Better economic data could extend the business cycle. Currently, G7 & BRIC leading indicators remain encouraging and suggest no imminent recession. Image: Richardson Wealth

Markets aren’t as bullish as people believe: Expert

Markets aren’t as bullish as people believe: Expert Thomas Lee, former J.P. Morgan chief U.S. equity strategist, is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He speaks about the current economic cycle and his view of the US stock market. https://www.youtube.com/watch?v=0S2tdAPaEDk

Inverted yield curve doesn’t guarantee recession: Market strategist

Inverted yield curve doesn’t guarantee recession: Market strategist Tony Dwyer is Senior Managing Director, Macroeconomist and Chief Market Strategist at Canaccord Genuity. With CNBC’s Mike Santoli, he discusses the current stock market and what he thinks about the yield curve inversion.

Thomas Russo: “Global Value Investing” | Talks at Google

Thomas Russo: “Global Value Investing” | Talks at Google Investor guru Thomas Russo is the Managing Member of Gardner Russo & Gardner LLC. This talk is about global value investing and companies who have the capacity to suffer and to reinvest. https://www.youtube.com/watch?v=skrSif0vhOk