davidneuhauser
Livermore Partners’ David Neuhauser interview with CNBC, discussing that energy is a sector that screams value while the rest of the market is still in a bit of a malaise. Dear Partners and Friends, It’s already been a wild year. Especially this past month. Still, we expect volatility to continue and the potential for further downside to equities as the FED looks to re-calibrate interest rates in a high inflation world. More flames out today with CPI ticking up to 9.1% which was a huge negative print. It helped provide further market weakness for both equities and the short end of the Treasury...
ValueWalk
David Neuhauser of hedge fund Livermore Partners on CNBC discusses that slowing big tech performance a tell-tale sign of things to come. Q3 2021 hedge fund letters, conferences and more To Partners and Friends, 2021 is nearing its end and it sure has been an eventful one.. And later today, the FED meets to determine if tighter monetary policy needs to occur sooner than planned. Given the fact inflation has not been transitory and is in fact, a macro sustainable force. That said, and given where sketchy corporations and Governments sit with bloated debt on their balance sheets, tightening monet...
ValueWalk
David Neuhauser of hedge fund Livermore Partners on CNBC discusses that investors are extremely complacent about low bond yields. Q1 2021 hedge fund letters, conferences and more To Partners and Friends, June closed out strong for the market although value has again taken a back seat to growth. FED comments at the latest meeting were processed as hawkish and thus, the FED is out to fan the flames of inflation. I have serious doubts on this and believe any weakness in metals is a true buying opportunity. So that remains Livermore's focus today on some very select special situations. Of course, ...
ValueWalk
Livermore Partners’s David Neuhauser in an interview with TD Ameritrade Network’s Oliver Renick says, “If you believe in Fairy Tales and Unicorns you’ll love this Market”. He also explains why he likes gold assets as a safe haven for 2021. Q3 2020 hedge fund letters, conferences and more To Partners and Friends: Livermore Will Continue Owning Gold Assets In 2021Markets are are off to a mixed start with value gaining and tech diverging. Gold continues to hold its range although higher interest rates are causing sell programs and weakness for the technicals of the metal. This is impacting valuat...
ValueWalk
Livermore Partners’ David Neuhauser interview with CNBC, discussing the markets being held up by speculations, not fundamentals. Q3 2020 hedge fund letters, conferences and more To Partners and Friends: It's been a quite a year so looking forward to turning the page. Hopefully, the New Year brings with it much joy and a new beginning. Regarding equities, and ever since the March lows, we have witnessed a strong and powerful rally that continues to make new highs almost daily. A full "risk on" liquidity driven market which now seems destine to create an asset bubble similar to past bubbles (Int...
ValueWalk
TD Ameritrade Network – Livermore’s David Neuhauser and his outlook for markets. “It’s a Tale of Two Cities”Q3 2020 hedge fund letters, conferences and moreLivermore's Founder David Neuhauser: It's a Tale of Two CitiesTo Partners and Friends:Markets and gold continue to hold their range and the world remains extremely fragile with a second wave of COVID presenting renewed stay at home orders and limited travel.Tech has been the trade of the year although some of the "fluff" seems to be unwinding. Our focus today, deep value assets tied to short US Dollar exposure, centers on commodities such a...
ValueWalk
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