It’s not real. The market has no true price discovery. We really don’t know what things are worth if the central banks were not printing money. Federal Reserve Chairman Powell told us this week the FOMC expects to keep rates near zero for a few
Category Archives: Markets Views & Analysis
It is said that bond investors understand the path of the economy far better than stock investors. And at times, like this, it all can be somewhat irrational. The current economic backdrop is a strong case in point—talk about confusing. Stock investors often get caught
It is almost like it never happened—incomprehensible! How can the market just look past the biggest economic shock in history like it never happened? Is the central bank printing press that powerful? Is it “bullish” that the central bank needs to monetize debt going forward
Click here to watch the Friday, April 17, 2020 episode of Berman’s Call on BNN Bloomberg The global cost of recovery from COVID-19 will likely be in the tens of trillions when the dust settles. There is no limit to the amount of support we
Please, make sure you do your part in the global pandemic. Not to participate would be selfish. Sacrifice is needed by all to preserve as much life as possible. Take care of yourself and your loved ones. The 2008 post Lehman playbook is still in
First, make sure you do your part in the effort to moderate the global pandemic. Not to participate would be selfish. Sacrifice is needed by all to preserve as much life as possible. Take care of yourself and your loved ones. Although today is almost
Activist investing often sees large pools of money taking major stakes in companies and seeks to get representation on boards to effect change in the C-Suite. A new type of activist investing is really gaining momentum in the ETF world and that is the environmental,
Make no mistake, the broad markets are in a melt-up phase and there is very little value in most sectors. This is not likely because we are about to embark on a strong period of economic growth or even that trade tensions have cooled. This
Two measures of valuation for US equities are off the charts. Price to Sales and Enterprise Value to EBITDA. And according to consensus estimates, corporate profits likely dropped in Q4, dragging down annual earnings growth to the smallest in three years. A lot of investors
The added geopolitical tensions in the Middle East add yet another reason to keep gold exposure in your portfolio in 2020. As we listen to the gaggle of former central bankers in recent months now admitting that monetary policy is less effective and can’t do