Macroinvestor.io

Topic

Bear Market

A collection of 4 issues

Investors Aren't Afraid Of The Virus

…but I’m afraid of investors. I’m afraid of the current complacency and of the disconnection between fundamentals and stock prices. I’m not buying into this bubble as there’s no vaccine, cases are still rising and the global economy is depressed. It seems that Moderna (NASDAQ:MRNA)

Is It Time To Bet Against Covid?

With losses accumulating between 20% to 30% in most markets, many ask whether this is the time to go all in. I believe it is not. Volatility will remain high for some time, as the number of corona virus cases is still rising. Donald Trump opted for playing down the

Expect Volatility To Last But Buy Long Term

Against all odds, financial markets have been decimated so far this year. Volatility is here to stay for many weeks and I really don’t know how well we will get out of it in terms of the economy. But we always managed to recover. No one could imagine

Jerome Powell Is Empty-Handed

At a time there is a global escalation in trade wars, investors are depositing their hopes on the FED. But the FED just looks empty-handed. Investors were anxiously waiting for Jerome Powell’s speech at Jackson Hole this morning, to find some reassurances the FED is going to cut