Weekend read: How to place your investments before the Fed causes a bear market
Remember all the times Federal Reserve Chairman Jerome Powell was quoted as saying that inflation in the US was “temporary”? With the Federal Reserve now ready to fight inflation, the bond market quickly priced in the tighter monetary policy period by doubling the yield on the 10-year US Treasuries TMUBMUSD10Y,
to 2.94% from 1.51% at the end of 2021.
In an interview with Jonathan Burton, Hedgeye Risk Management CEO Keith McCullough explains why he believes the Fed’s policies to deal with inflation are always “too tight, too late,” and offers advice for investors who want to prepare for a bear market in the near term. for stocks.
Andrew Keshner and Jacob Passy have more advice on how consumers and investors can prepare for a recession.
Why inflation may be here to stay
Inflation is driven by demand, not supply constraints, according to Jason Furman, professor of economic policy practice at Harvard University’s John F. Kennedy School of Government.
Is it time to buy bonds?
When interest rates rise, bond prices fall. This is what was happening this year. So, when is the right time to start buying bonds? Mark Hulbert explains that bond prices may rise soon.
The case for the shares distributed at the moment
Image caption MarketWatch / iStockphoto
Mark Hulbert explains why dividend stocks can be especially important to investors during periods of high inflation.
Continue reading: These 15 Dividend Aristocrats Get Top Prizes for Increased Payouts
Stock Market Investors Nervous – Can This Work for You?
Michael Brush takes a contradictory look at the stock market, with the “uncommonly bad” sentiment establishing a potentially profitable period driven by these four catalysts.
Brush also interviewed Wall Street veteran Bob Dole, who mentioned 12 stocks he preferred in what he expects to be a market for traders.
What type of retirement account is best for you?
Market Watch
Alessandra Malito explains the difference between individual retirement accounts and Roth accounts. Now watch her financial showdown with Brett Arends, during which they each argue in favor of a certain kind of IRA. The video includes two additional confrontations: buying a car versus leasing it and the advantages and disadvantages of health savings accounts.
Disturbance in running the ground
set of facts
The chart above shows the forward price-to-earnings ratios for Netflix’s NFLX,
Over the past five years, compared to the S&P 500 benchmark SPX,
On April 20, Netflix shares fell 35% after the company estimated that it would lose two million subscribers during the second quarter. Netflix’s previous high is now trading at a forward P/E of 19.2, just slightly above the S&P 500 forward P/E of 18.8.
With fierce competition among many streaming services, Netflix dropping and the announcement of the closure of CNN+ just a month after its launch, Andrew Keshner wonders if the streaming industry has peaked.
More coverage of Netflix and live streaming:
Your metaverse will see you now
Source: Arabian Prince
Some veterans of the music industry are using virtual reality to promote entertainment or gaming services. But Arabian Prince, a member of the rap group NWA in the late 1980s, is developing a virtual-reality healthcare service that’s “photorealistic,” as he explained in an interview with Vivien Le Chen.
More about Metaverse
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Kristen Idzelis interviews Catherine Condon, Head of Marketing Channels and Emerging Platforms at Fidelity, who describes the money management firm’s virtual reality approach to teaching the basics of investing.
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Have you considered buying virtual assets? It’s better to be careful, explains Joao Marinotti.
What does the future hold for Tesla?
A Tesla Model Y on display in Culver City, California.
Bloomberg
Tesla TSLA,
It reported surprisingly good quarterly results in facing supply challenges and closing its Shanghai factory as the Chinese government has ties to contain the coronavirus.
But analysts are skeptical about predictions by Tesla CEO Elon Musk about mass production of the company’s new “robotaxi” car in 2024.
Al Root of Barron’s is considering whether Tesla will switch to another Google — or another Netflix.
Already preparing for the holiday season
When is so close? In the case of Hasbro, tight supply chains mean drastic changes for 2022, explains Tonya Garcia.
Why do taxpayers build stadiums for wealthy sports team owners?
Getty Images
Victor Matheson argues that New York taxpayers are getting a raw deal because the state is subsidizing a new football stadium.
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