housingbubble
In his podcast addressing the markets today, Louis Navellier offered the following commentary. ESG OscillationsI want to point out that stocks are normally oscillating but I’m noticing this is especially true with the ESG-related stocks, such as Enphase Energy Inc (NASDAQ:ENPH) and other stocks that might be in an ESG portfolio, since ESG funds are getting hit with redemptions. Even though Enphase is an outstanding stock, it can get hit when the ESG accounts and funds get hit with redemptions. Q4 2022 hedge fund letters, conferences and more Interestingly, many of the previous ESG investment p...
ValueWalk
In his podcast addressing the markets today, Louis Navellier offered the following commentary. Housing Bubble PrickedAs you have repeatedly heard, the Fed never fights market rates, so if Treasury yields continue to moderate, then the FOMC has to stop raising key interest rates. January has been characterized by weak economic news, like (1) slowing wage growth, (2) the ISM service index slipping into a contraction after expanding for 30 straight months, and (3) decelerating consumer price inflation due largely to moderating rental and housing costs (i.e., owner’s equivalent rent). Q4 2022 hedg...
ValueWalk
In his podcast addressing the markets today, Louis Navellier offered the following commentary. No LiquidityThere is no liquidity in the market today. A lot of traders have fled because the winter storm is messing up their holiday and travel plans. So don’t let the daily gyrations bother you. The Labor Department on Thursday reported that unemployment claims rose to 216,000 in the latest week, up from a revised 214,000 in the previous week. Continuing unemployment claims decreased slightly to 1.672 million in the latest week, compared to a revised 1.678 million in the previous week. Q3 2022 hed...
ValueWalk
Home prices are surging, making some investors worry about the housing market. These fears seem to be exaggerated, but bubble-like conditions are widespread. Q1 2021 hedge fund letters, conferences and more Surge In House PricesHouse prices are surging. As the chart below shows, the S&P/Case-Shiller U.S. National Home Price Index has reached 239 in February 2021, the highest number in history and about 30% higher than during the 2006 peak. What’s more, the National Home Price Index has jumped 12% year-over-year in February , which is the highest annualized gain since January 2006 when the hous...
ValueWalk
At the Value Investing Congress in 2009, David Einhorn gave a presentation titled – Liquor Before Beer… In the Clear”, in which his main topics included the two basic problems on how government is designed. Einhorn also discussed one of the biggest investing lessons he learned from Stanley Druckenmiller. Here’s an excerpt from that presentation: Q3 2020 hedge fund letters, conferences and more Solving Investment PuzzlesOne of the nice aspects of trying to solve investment puzzles is recognizing that even though I am not always going to be right, I don’t have to be. Decent portfolio management ...
ValueWalk
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