Aug 30, 2019
Vincent Reinhart, chief economist and macro strategist at Mellon, is not forecasting a recession in the United States but he said that trade uncertainty has been a drag on economic activity worldwide, creating a global recession. Moreover, even when the trade and tariff disputes are resolved, he said things will not...
Aug 29, 2019
Jerry Parker of Chesapeake Capital Corp. -- an original member of the famous Turtle Traders -- said in the Market Call that he'd rather find the most-diversified portfolio than simply trying to find the best stocks, noting that investors need to be taking a defensive posture -- using precious metals, commodities and...
Aug 28, 2019
Brent Wilsey of Wilsey Asset Management said in the Market Call that his form of value investing -- which relies heavily on the PEG ratio -- has seent he number of bonafide investment opportunities shrink as the market has slowed down. He expects the trend to continue, even as he does not expect the market to hit a...
Aug 27, 2019
Brad lamensdorf of the Ranger Equity Bear ETF said that the market has been getting weaker with every correction, recapturing old highs more slowly and showing signs that a real downdraft with longer-lasting results could be on the way, particularly once sentiment turns ugly. He noted that if the Standard and Poor's...
Aug 26, 2019
Andrew Foster of Seafarer Capital Partners said that trade and tariff wars have not stopped growth in emerging markets, but they have exacerbated a slowing trend, particularly in China, that will make developing and emerging markets harder to profit from in the near future. Foster noted that valuations in emerging...