Category: SPY
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Mike Green on “Passive”
The causes, risks, and future related to passive investing and its influence on the markets. In summary Mike has quantified 1) the effects of regulatory and QDIA changes as well as 2) value managers being fired and passive managers being hired. https://www.simplify.us/leadership
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JPMORGAN Outlook Q2
Via their Q2 update: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets
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Siegel is a Bull
Professor Jeremy Siegel expresses optimism about the economy’s strength, despite high interest rates. The Atlanta Fed’s revised GDP estimate for the first quarter surpassing 2% is an indicator of a healthier economy. While some sectors, such as tech, may be overvalued, the majority of the market is reasonably priced at around 17 times forward earnings.…
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Bianco on Risk
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Magnificent PEG Prices
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Short & Co.
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2024 Predictions
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S&P vs The World
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Gundlach’s 2024 Predictions
Jeffrey Gundlach discusses the most surprising things he observed in 2023. He was surprised by the continuation of the market’s momentum in consumer spending despite the high interest rates on credit cards. He also commented on the surprising drop in the commodity price complex, including the issue with the Mid-East oil and the slowing global…
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Tom Lee Says Buy in a Risk Off Environment
Tom Lee shares some insights on the potential impact of the Federal Reserve’s decision to stop raising rates. While some believe this could lead to further stock market decline, Lee suggests it may trigger a risk rally and actually cause a stock market rally. He emphasizes that the Fed’s decision does not necessarily mean they…