Markets “Extremely Complacent” About Low Bond Yields – Neuhauser
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, ...