While the U.S. bond market isn't losing customers, shifting demand patterns will ultimately drive yields higher as new investors seek yield.
The economy is no longer benefiting from the early-2018 stimulants that warranted the continuation of the Fed's gradual rate increases, he said.
Once again, the world’s investors are turning their worried gaze toward China. And for good reason. Economic growth in the third quarter sank to 6.5%.
He seems to simply buy shares and not worry too much about whether it is the right time to be bullish or bearish. His focus on value. Is it cheap?