How Retail Investors Gave Up On Bonds
One of the starkest displays of changing tastes came last month, when investors poured about $20 billion more into equity funds than they did bonds.
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Mobius: Keep 10-15% Of Wealth In Gold, Avoid Bitcoin
"Even if you are not following gold on a day-to-day basis, from a long-term point of view, you are better off with 10% or 15% of assets in bullion."
Roubini: Is Stagflation Dead?
How fast will the dollar deteriorate? How much drag will it have on the overall post-COVID economy? Doctor Doom is watching for "70s-style malaise."
Ron Barron Thinks Elon Musk Will Be A ‘Trillion Dollar Man’
Even after trimming some Tesla holdings, Baron has a staggering 41% of one of his biggest funds invested in the carmaker’s stock. He sees more ahead.
SEC: Ignore SPAC King's Legal "Advice"
John Coates, acting SEC corporate finance director, calls out Chamath Palihapitiya by name and argues that SPACs aren't special after all.
More Money Flowed Into Stocks In 5 Months Than In The Last 12 Years
“Sentiment is in very worrisome territory as is valuation, yet money flows continue to push indices,” says Tobias Levkovich, Citi’s chief strategist.
Mark Mobius Surprisingly Sanguine About Stimulus And Emerging Markets
He thinks we're going to be in good shape this year, particularly with this incredible spending program which will find its way into the market.
