quidelcorporation
Another astonishing quarter as bond prices dropped sharply and bond yields advanced. This is clearly in anticipation of a strong growth recovery. Q1 2021 hedge fund letters, conferences and more Stock vs BondsThe long-term bond price index fell 10% last quarter and the major stock index was up 11% adding 21% to the return of stocks vs bonds and lifting stock prices and valuation to a new all-time high. As indicated in our latest quarterly update where we referred to bonds as "toxic" for long term investors as age-based allocation methods leave older investors with a dangerous overexposure to b...
ValueWalk
A steep and broad decline in corporate growth might have been expected. It is the shape, timing and magnitude of the recovery that is the critical issue. With so many companies in steep declines with big drops in the frequency of improvement of both sales growth and profit margins there is no evidence.Q2 2020 hedge fund letters, conferences and moreLast quarter’s evidence of an improvement in the basic industry and energy sector has evaporated. The recent rally has many basic industrial shares trading at premium prices and providing an excellent opportunity to sell.Index investing is more dang...
ValueWalk
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