Jason Trennert talks about some of their research they do at Strategas. A lot of very interesting ideas.
- 4:15: TINA: There is no alternative to stocks: Difficult to find anything with yield
- 6:05: This market can still go on for 2 more years, and the indicator to watch for is wage inflation whip is not very existence, without that there is no real inflation
- 7:30: Valuation of different assets: Treasury 2.5%, you can support much higher asset prices.
- 9:30: How risk are bonds. Long term outlook more risky since they are relatively more risky to historical
- 10:30: What they are watching as inflation indicator
- 11:40: The opportunities: MERGER and ACQUISITIONS. Cost of capital going up. Technology lots of cash. Activist movement. Japanese stocks based on ABENOMICS
- 15:00: Why Japan might not be a false dawn this time
- 15:40: New Sovereigns: The companies that are lower credit risk than government. 100 companies. Large fortress style. Exxon, JnJ, Microsoft..They are stocks that look like bonds
- 17:50: Supply and demand of stocks are SHRINKING. 1997 – 8800 to 2013 – 5300 companies. Companies not going public. Growth in private equity
- 20:20: The University Endowment Model and the individual investors
- 23:20: US Energy Independence. This will bring manufacturing back to US
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
Readers also follow Kyith to learn how to plan well for Financial Security and Financial Independence.
Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Fee-only Wealth Advisory firm Providend.
You can view Kyith's current portfolio here, which uses his Free Google Stock Portfolio Tracker.
His investment broker of choice is Interactive Brokers, which allows him to invest in securities from different exchanges all over the world, at very low commission rates, without custodian fees, near spot currency rates.
You can read more about Kyith here.
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