Gundlach Waiting For Junk Defaults To Double
Gundlach’s views reflect his skepticism of the Fed’s emergency actions as buoying asset prices and spurring unsustainable corporate borrowing binges.
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Back To School: Digital Education Is More Than Video Games
This era will likely leave a permanent digital imprint on education much sooner than anticipated and at every level, from pre-K to higher education and vocational schools. Pre-COVID, education and technology were always converging, but now their intersection is exponentially tighter.
BMO Warns Post-2008 Playbook Won't Apply To This Recovery
Belski told investors to not use the same "academic" strategy as they did following the 2008 financial crisis when financials led the market back up.
Gabelli's Problem With Tesla
Billionaire investor calls Elon Musk "phenomenal" but notes that $440 billion in market cap is incredibly hard to justify in any auto sales market.
Sam Zell Sees Big Real Estate Opportunities On The Horizon
Zell said he used to be one of the largest retail owners in the US, but called the industry a "falling knife" that hasn't reached its bottom yet.
Cooperman: FANG Still Better Than Gold
Cooperman also noted that the FANG stocks remind him of the "nifty 50" stocks that led the market in the 1970s... even though many fell along the way.
What Else Could Go Wrong for World Economy Before 2020 Is Done?
Government support for workers and borrowers are set to expire. Strains between the U.S. and China could get worse. And the virus remains.
