Why The Strategists Are Loving Commodities
Across Wall Street, strategists ransack their playbooks for ways to position for a sharp recovery out of the pandemic as the Fed stays hot.
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Warren Buffett Won’t Take the Reddit Bait
At 90, one of the greatest investors of all time urges a new generation to maintain "inner calm" and trust the greatness of American innovation.
Paul Singer Warns of Trouble, and Is Eager to Say ‘Told You So’
Singer exuded frustration at what he sees as the hysteria driving everything from Bitcoin to government debt -- a “return-free risk,” he complained.
Cathie Wood’s Achilles Heel: Concentrated Positions
Because niche opportunities are limited and Wood has been so successful at attracting new cash, much of it floods into the same companies.
Charlie Munger: Lost Decade Looming?
He sees market returns being lower in the next decade. But don’t count on him to sell stock. After all, he’s stayed invested through worse cycles.
Citi Strategist Says 10% Correction in U.S. Stocks Is "Very Plausible"
Levkovich simply sees upside getting tough from here but concedes that a massive decline is unlikely as long as the Fed remains alert and active.
Gundlach Still Likes Gold But Bitcoin May Be The Way To Play Stimulus
Gundlach suggests that he came to the pro-crypto conclusion after staying neutral on both gold and the dollar for the past six months.
