Cathie Wood: The Big Risk Is Deflation, Not Inflation
Bond market investors see “good deflation” coming from innovation that spurs an economic boom, the growth guru believes. Accurate or aspirational?
Bond market investors see “good deflation” coming from innovation that spurs an economic boom, the growth guru believes. Accurate or aspirational?
There was a time when being a billionaire investor was a big deal. You wanted to listen to them and hang on their every word. Now only a few matter.
Value investing has lagged growth over 5% a year since 2006. But David Booth remains confident in the power of cheap stocks over the long haul.
Starwood CEO sees supply chain bottlenecks and housing market dislocations as stimulus blows out normal economic relationships.
The firm didn't hold the shares prior to Archegos's implosion, a person familiar with its trading patterns says. Evidently the dip was irresistible.
The inflation risk has grown so high, says Zell, that it has made gold an attractive investment while his beloved real estate becomes less appealing.
May is known as the beginning of the end for the sweetest season for S&P 500 gains. But recently, it hasn't been a bad month for the market at all.