- 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)
- The Dangers of Income Planning with a Fixed Inflation Rate (such as 3% p.a.) - September 25, 2023
- New 6-Month Singapore T-Bill Yield in Late-September 2023 Should Stick to 3.75% (for the Singaporean Savers) - September 21, 2023
- A Concentrated, High-Quality Fixed Income Financial Independence Income Strategy Has Enough Uncertainty - September 20, 2023