Let’s return to one of the most pressing questions facing investors right now, one we also discussed last week: Namely, how probable is a recession this year or next? The renowned David Rosenberg, who was one of the handful of economists to predict the 2007 downturn, thinks the US may be in one now.
Below are Evergreen Gavekal’s Likes/Dislikes for September 13, 2019.
Finally! A “Bubble 3.0” chapter mostly devoted to the stock market! Based on what a complex beast it is, the fact of the matter is there are myriad factors that come into play as to which direction it’s heading.
Evergreen Gavekal’s Likes/Dislikes for September 6, 2019.
Evergreen Gavekal’s Likes/Dislikes for August 30, 2019.