Category Archives: Main Page

Hoisington Q4 Review and Outlook

Posted on January 14, 2020 by Danielle Park

Hoisington Investment Management has published a Fourth Quarter 2019 Review and Outlook here, and, as usual, it’s worth reading.  Here are some key takeaways: The U.S. 30-year Treasury bond yield of 2.39% on December 31, 2019, was the lowest yearly … Continue reading →

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Real Vision: The economic undercurrent of a rallying stock market

Posted on January 13, 2020 by Danielle Park

Worthwhile discussion in this segment. Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense … Continue reading →

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Return prospects are priced in whether we accept them or not

Posted on January 10, 2020 by Danielle Park

Every so often I receive angry messages from blog readers who insist I am wrong to be bearish of stocks and corporate bonds.  My first point would be, no one has to read my thoughts.  If one is confident in … Continue reading →

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