- David Rosenberg was very deflationary but switch courses 2 years ago and push high for high quality dividend stocks
- 3:00 : Pro Inflationary Monetary Policy
- 5:00: Low bond yields
- 6:47: Not the 70s inflation, low unemployment by all measures despite low GDP, with zero productivity growth. Unemployment when GDP is at 3% will come down even further
- 10:00: Wage not increasing, wealth gap will change. He expects capacity to be filled up in the US. Companies have a lot of cash
- 14:30: The change in perception of jobs
- 17:10: The effect of this to the market – An investment situation you never see
- 19:30: Mild Stagflation, steeper yield curve, slow raising raising rates. Financials and insurance companies are good business. Basic materials and gold as inflation rates. Cable Media, Entertainment
- 22:00: Capital Replacement – Hardware and Software stocks
- 22:46: SIRP – Safety Income at Reasonable Price morph to HIRP – Hedge Inflation at Reasonable Protection. Shorting government bonds, buying corporate credit, banks, insurance
- 23:47: One investment – Small Luxuries – Buying Cable and Media Companies
Latest posts by Kyith (see all)
- Do You Have a Strong Insurance Protection Foundation? A FREE Havend E-book to Help Singaporeans(Plus Webinar Tonight) - March 28, 2024
- When Does High Quality and Low Quality Companies Perform Well? - March 27, 2024
- A Potential Rule of Thumb to Estimate CPF LIFE Standard Income with Our 65-Year-Old CPF RA Capital. - March 24, 2024