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Discussing five growth areas, along with ways in which we can make money as passive investors. Inflation is clearly brewing, due mostly to "demand push" inflation for many high-demand goods, such as homes, vehicles, and now workers (via wages). If the long-term capital gains tax r...
We stick to our pro-risk stance and tweak our tactical views as the U.S. leads a powerful global economic restart and our new nominal theme plays out. Stocks were little changed on the week as markets digested strong first-quarter earnings reports and bond yields eased. The Federa...
The small cap stocks have been diverging lately from the large caps. The last few times the S&P 500 and Russell have diverged it has led to sharp pullbacks. The divergence this time around seems to be bigger than normal. For further details see: A Stock Market Storm ...
I joined Daniel Lacalle to discuss why markets are mistaken in pricing in a massive economic expansion. We unpack many of the mainstream myths on narratives driving markets and why outcomes will be no different than in the past. The discussion covers a lot of ground, including cor...
Sell the old economy (cyclical), value and anything considered risky (small cap), buy large cap, dependable growth (tech), i.e., the bulletproof, the innovators. Valuation doesn't matter - you just need to be somewhere with immunity to the economic ravages of the renewed pandemic. ...
Cullen Roche joins Credo Wealth for a discussion about the macro environment in 2021. The discussion includes the future of inflation, interest rates, Bitcoin and much more. He also shares his views on MMT, the passive investing myth and future of capitalism. For further det...
Jerome Powell and the Fed have chosen to ignore an exploding stock market, rapidly rising inflation and forecasts of GDP north of 6% for 2021. They have vowed to keep the accelerator pressed to the floor to at least 2023. Modern-day "Tulip Bulb" manias are popping up as investors jump...
The CPI release last week was hot, but apparently it could be explained as "transitory," which caused the Treasury market to rally and yields to fall. CPI rose last month at an annualized 7.2% rate, and it is likely headed higher. Needless to say, if I expect inflation to rise further...
The March budget deficit came in at $660 billion, a record high for the month and 455% above the $119 billion deficit last March. Outlays were $927 billion vs. income of only $268 billion. Passing two $2 trillion stimulus packages within two months makes no sense when the U.S. economy...
Taiwan accounts for approximately 65% of the world's semiconductor production, but the worst drought in 50 years is proving to be very challenging to semiconductor production, which requires a lot of water. Another industry crisis is expected to be the lithium battery shortage. Ma...
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HARTFORD, Conn. , Nov. 18, 2019 /PRNewswire/ -- The reorganization of Virtus Total Return Fund Inc. (NYSE: ZF) with and into Virtus Global Dividend & Income Fund Inc. (NYSE: ZTR) has been completed. ZF ceased trading and dissolved as of the close of business on Friday, November ...
HARTFORD, Conn. , Nov. 4, 2019 /PRNewswire/ -- The Boards of Directors of Virtus Global Dividend & Income Fund Inc. (NYSE: ZTR), Virtus Total Return Fund Inc. (NYSE: ZF), and Duff & Phelps Select MLP and Midstream Energy Fund Inc. (NYSE: DSE), and the Board of Trus...
HARTFORD, Conn. , Oct. 2, 2019 /PRNewswire/ -- Virtus Total Return Fund Inc. (NYSE: ZF) previously announced the following quarterly distribution on September 25, 2019 : Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution...