The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.
Is China still the wildcard in domestic equity markets?
Is the gap closing between US equity returns and the rest of the world’s?
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
Where can investors find sustainable sources of return?
How can you invest sustainably without limiting your investment universe?
Can you close the return gap?
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.