Gundlach: Stocks Will Crack Any Day Now
Right now, Gundlach has just 25% of his portfolio in stocks. The rest is split between bonds, cash and gold. He thinks diversification is everything.
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Kamala Harris Tax Talk Foregrounds Inflation Threat, Astor Says
The VP debate provided little shock or surprise to economists who have been watching the long-term signal behind the noise. But confirmation is good.
Mobius: Goodbye Lockdowns (And Don't Rule Trump Out)
Legendary contrarian finds the threat of fresh lockdowns too frightening for governments. He considers a potential Biden win a losing proposition.
Howard Marks: Look Past Crowded Trades
Herd mentality on Wall Street has left good stocks overpriced and challenged business models oversold. Marks prefers the unpopular latter group.
Legendary VC Bill Gurley Feeling Dot-Com Flashbacks
The stock market reminds him of the 1990s tech trading environment that led to the dot-com bubble. He's far from alone among survivors of the era.
Bob Loeb Gets Tough On Disney's Post-COVID Narrative
Activist investor Dan Loeb sent a letter encouraging Disney CEO Bob Chapek to permanently scrap the firm’s dividend and become more like Netflix.
