Sarah at Real Wealth Concepts @wealthconcepts2
Subscribe to https://t.co/7e9DdnVxiJ to get weekly hot takes from a cross-section of investment strategists. realwealthconcepts.com/newsletter/ Joined January 2011-
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KKR: Glass Half Full - Outlook for 2024 "We think earnings for the cycle already bottomed in 2Q23" realwealthconcepts.substack.com/p/kkr-glass-ha…
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FOMC released updated dot-plot, with 75bps of cuts anticipated in 2024. This is more dovish than the Sept meeting and begins to validate the rally in yields over the past several weeks.
BNP Paribas: 9 AI Developments in 2024 realwealthconcepts.substack.com/p/bnp-paribas-…
4 Key Quotes: Wellington Altus 2024 Forecast THE U.S.’S TECH-DRIVEN REINVENTION Dr. James Thorne, Chief Market Strategist at Wellington Altus provides his outlook for the markets in 2024 realwealthconcepts.substack.com/p/4-key-quotes…
Lazard: Global Outlook 2024 realwealthconcepts.substack.com/p/lazard-globa…
Morgan Stanley 2024 Global Strategy Outlook Key takeaways: realwealthconcepts.com/morgan-stanley…
9 key highlights from Goldman Sachs' 2024 US Equity Outlook: realwealthconcepts.com/goldman-sachs-…
Sarah at Real Wealth Concepts retweeted
Doomsday Clock is almost there, to the end!! sciencealert.com/doomsday-clock…
“In the US we may be managing through a period of deflation in the months to come. And while that would put more unit pressure on us, we welcome it because it’s better for our customers.” Doug McMillon, CEO of Walmart Inc. realwealthconcepts.com/walmart-ceo-hi…
Well, someone just went and said the "D" word. Deflation. open.substack.com/pub/realwealth…
Strolling into Nuclear Apocalypse The unpredictability of human rationality and emotion means the "limited" use of battlefield nukes could easily morph into a full blown nuclear apocalypse. collapse2050.com/strolling-into…
How do you evaluate whether to invest or pay down your mortgage? realwealthconcepts.com/invest-or-pay-…
Book Summary: Devil Take the Hindmost - A History of Financial Speculation Classic on manias, bubbles and crashes realwealthconcepts.com/book-summary-d…
David Bailin, CIO Citi Global Wealth: “It’s a Really Good Time to Have a Diversified Portfolio” Read his insights on why (along with other Wall St strategists opinions for the week): realwealthconcepts.com/its-a-really-g…
Share prices down, dividend yields up. Lots of enticing yields out there. But don't get fooled. realwealthconcepts.com/fooled-by-divi…
“Grim Picture for Rice Availability in 2024” realwealthconcepts.substack.com/i/138417411/gr…
Investors are faced with so much conflicting info. One thing points to unstoppable recession. Another thing points to economic resilience and strong earnings. How does one invest with such uncertainty? realwealthconcepts.com/recession-or-n…
- 3900 year-end price target for S&P? - Rice shortages? - The debt delusion What we're hearing from Wall St. strategists this week: realwealthconcepts.com/rice-price-at-…
US government deficits already high enough to drive Treasury yields up. CBO is predicting this will only worsen over time. Frankly it's unsustainable and something must break. collapse2050.com/america-is-in-…
Historical asset relationships have been broken. Are we at the start of a new economic regime? realwealthconcepts.com/something-is-b…
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