Commentary: Gregory Bresiger — Markets in 2022? Expect inflation, growth to continue
The economy and stock market will continue to grow in 2022 but will feel the effects of...
Stay updated with breaking news from Technology Bubble. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
The economy and stock market will continue to grow in 2022 but will feel the effects of...
“Transitory” was not a word generally associated with investing until the Fed started to use it to describe its recent forecasts for inflation.
May 5, 2021 In some of our previous updates, we have discussed how value is now outperforming growth on a relative basis. Now, we do not want to beat a dead a horse when we talk about this topic, as we have discussed it many times, but over the last 10 years, it has been a very rare occurrence to seen value outperform. When we think of growth stocks versus value stocks, there is a definition, which is more related to the underlying companies: value companies typically have low price-to-book values, high dividend yields, and low price-to-earnings ratios; growth companies have just the opposi...
March 3, 2021 Renowned investor Charlie Munger recently suggested today’s speculative market was luring inexperienced individual investors into short-term trading that would ultimately harm their wealth. Mr. Munger has successfully invested through many cycles and his opinions deserve investors’ respect and attention. Instead, his comments were derided as those made by an old guy who does not understand today’s more modern markets. Everyone should cringe at such ageism not only because it reflects a general underappreciation of the risks associated with investing, but also because his...
January 19, 2021 “…the most dramatic thing that’s almost ever happened in the entire world history of finance.” – Charlie Munger when discussing the current stock market environment. There is a saying in the investment world, “You might know when you are in an investment bubble but still have no clue when or how it pops.” As we end 2020, we know we are in a bubble. We have no idea when it will pop, or what pin will pop it. There is another saying, “The market tends to deliver the maximum amount of punishment to the greatest number of investors from time to time.” This is a...