TLDR:
Key Points:
- Inflation wave number one is ending, recession remains probable.
- Jeffrey Gundlach predicts a debt trap and potential government yield curve control.
A seemingly endless amount of research reaches the author’s desk each week, with much of it being deemed nonsense. However, there are crucial points that matter in the investment world. The author emphasizes the good fortune of having long-time trusted relationships through which views can be challenged and learning can be enhanced.
Gundlach discussed the economy and markets with David Rosenberg, highlighting the potential for a slowdown and recession, followed by another round of higher inflation. The investment thesis revolves around the idea that the era of falling interest rates has ended, and companies with higher borrowing costs may struggle. The article also covers macro trend indicators such as the Hindenburg Omen signaling a potential stock market crash.
Full Article:
On My Radar: Gundlach’s Investment Thesis – CMG Wealth through ingenuity Advisor Login Client Account Login 610-989-9090 Twitter Linkedin CMG Institutional Platform Services Our Products Research & Insight About CMG On My Radar: Gundlach’s Investment Thesis Share This: May 31, 2024 By Steve Blumenthal…
