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Stocks digest taper talk; cryptos bounce after beating reuters.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from reuters.com Daily Mail and Mail on Sunday newspapers.
Need to Know: This signal is telling investors that highflying stocks are ready to fall back to Earth, says fund manager mrtopstep.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from mrtopstep.com Daily Mail and Mail on Sunday newspapers.
GMO launches Ucits version of bubble-hunting fund citywireselector.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from citywireselector.com Daily Mail and Mail on Sunday newspapers.
Breakingviews - Chancellor: Value investing's day is coming soon reuters.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from reuters.com Daily Mail and Mail on Sunday newspapers.
precisely where we are in the market cycle? The challenge, according to Ben Inker, head of Asset Allocation at GMO is that the United States has never had these levels of monetary and fiscal stimulus at the same time. This gives low risk assets lower return expectations, but sends high risk assets soaring. There are obvious signs of froth Gamestop, Bitcoin, Tesla, et. al., but even “small cap value” caught a bid. Inker believes we are clearly in an asset bubble, which he blames on Fed policies. The legendary Boston-based institutional investment firm manages about $60 billion in assets. During Dotcom implosion, GMO’s US Aggressive Long/Short Strategy achieved 80+% cumulative net returns for their clients. ....