IMHO Cathy Wood is the female equivalent of Jim Cramer.Cathy Wood offers an informative and interesting look at the coming year, from the 30:00 minute mark.
00:20:04 – Cathie’s Market Summary
00:24:04 – Fiscal Policy
00:24:07 – Total Public Debt Outstanding vs. GDP
00:26:03 –Total Public Debt Outstanding Divided by GDP
00:27:05 – Monetary Policy
00:27:08 – M2 Money Supply vs. CPI: Year-over-Year
00:28:01 – Yield Curve 10 Year Treasury Yield Minus 2 Year
00:29:10 – 10 Year Yield Minus 3 Month Yield: Consecutive Days Inverted
00:30:14 – Recession Probability – Federal Reserve Bank of New York
00:31:14 – Economic Indicators
00:31:19 – The Conference Board’s Leading Economic Index
00:31:39 – Total Continuing Jobless Claims
00:32:33 – Temporary Help Employment vs. Total Employment
00:34:01 – Piper Sandler Charts
00:38:33 – Market Signals
00:38:37 – US Dollar Index (DXY)
00:39:17 – Bloomberg Commodity Index
00:39:56 – Metals/Gold Ratio vs. US 10 Year Treasury
00:41:03 – Gold to Oil Ratio – Historical Chart
00:42:23 – Cathie’s Conclusion
IMHO Cathy Wood is the female equivalent of Jim Cramer.
One look at the ARK chart is enough for me to treat he with a fair bit of skepticism.
Mick
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it seems that the folks at the coalface are significantly more pessimistic than the experts in the C suites.
Mick
no i think Kramer is more consistent( ly wrong )IMHO Cathy Wood is the female equivalent of Jim Cramer.
One look at the ARK chart is enough for me to treat he with a fair bit of skepticism.
Mick
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But she is a lady, and most probably a great defender of the wokeland LGBTxxx and associated esg/climate change BS..so abilities and performances are irrelevant.Somebody here said there was an army of critics (mainly men) of Cathy Wood and her ARC investment fund.
The problem is, when you look at the performance of her flagship fund, things look far from rosy.
From Quoth the Raven
As best as I could tell over the last 5 years, Cathie Wood has stuffed her “innovation” ETF like a Christmas turkey full of cash burning, extremely overvalued companies. Another one of her gems, Invitae, filed for bankruptcy earlier this month.
Wood has underperformed her benchmark, the Nasdaq QQQ, by about 95% in the last 3 years. Ex-Tesla, her results would be catastrophically worse over the last 5-10 years.
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Wood sits comfortable at the top of the wealth destroying tables, but she still gets called on by the finance MSM to pass on her wisdom.
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The results just do not warrant her beatification.
Mick
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No, its because they are both wrong 90% of the time.That's an unfair comparison. A bit like saying Bob Hawke and Anthony Albanese are the same type of Prime Ministers because they both have the same political ideas.
providing you can cover the debts of your bargain buys , yepI'm sure it will be fine
The present yield curve inversion is not only steep but also now ongoing for quite some time versus some of the others being relatively brief.So, lets look at the last few recessions in USA.
So, lets look at the last few recessions in USA.
1. The COVID based recession of 2020.
2. Subprime Mortgae induced recession of 2007.
3. 2001 Recession 9induced by the dot com bubble and then the september 11 attacks.
4. 1981 -82 recession inducwed by the iranian revolution prompted oil crisis and boost in inergy costs.
There might be some correlation between recessions and the inverted yield curve.
mick
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Thats obviously a consensus.
I will stick to my contrarian ways.
Mick
i thought the yield curve had to un-invert to trigger the recession , the inversion was just the red flag so you had time to prepareSo, lets look at the last few recessions in USA.
1. The COVID based recession of 2020.
2. Subprime Mortgae induced recession of 2007.
3. 2001 Recession 9induced by the dot com bubble and then the september 11 attacks.
4. 1981 -82 recession inducwed by the iranian revolution prompted oil crisis and boost in inergy costs.
There might be some correlation between recessions and the inverted yield curve.
mick
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Thats obviously a consensus.
I will stick to my contrarian ways.
Mick
You might enjoy this video if you haven’t already seen it.So, lets look at the last few recessions in USA.
1. The COVID based recession of 2020.
2. Subprime Mortgae induced recession of 2007.
3. 2001 Recession 9induced by the dot com bubble and then the september 11 attacks.
4. 1981 -82 recession inducwed by the iranian revolution prompted oil crisis and boost in inergy costs.
There might be some correlation between recessions and the inverted yield curve.
mick
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Thats obviously a consensus.
I will stick to my contrarian ways.
Mick
I may have the wrong end of the dog, but from my recollection, this is the first time we have actively tried to inflate our debt away.The present yield curve inversion is not only steep but also now ongoing for quite some time versus some of the others being relatively brief.
I very much doubt it's different this time.
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