Inside The K-Shaped Recovery: $1.8B Fund Still Down 43% YTD
We're not all winners. High leverage hedge funds are still deep in the hole and cutting costs to survive. At least they've avoided liquidation for now
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What Scares Alan Greenspan Now
First pandemic interview argues that the federal government’s spending imbalance is “getting out of hand” and entitlements will feed inflation.
Goldman Has 10 Reasons To Stay Bullish
To Peter Oppenheimer, Goldman’s chief global equity strategist, this downdraft is a merely a correction, the product of a slowdown in the recovery.
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.
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.
