Animal Spirits: The Next Michael Burry
On today's show we discuss the AI debt binge, no recessions for the rest of the 2020s, Kevin Warsh thoughts on the economy, the dead cat bounce in software stocks, bull market M&A deals, no once cars about dividends anymore, rising yields are a good thing, AI civilizations, Gen Z will be buying houses, Tom Cruise remakes and more. The post Animal Spirits: The Next Michael Burry appeared first on…
In the asset management sector, a notable increase in mergers and acquisitions (M&A) has been observed over the past few months, according to James Seyffart, who expressed his belief that this trend is likely to persist. Meanwhile, Dividendology shared a thought-provoking question: would one be willing to accept a guaranteed 7% annual real return, adjusted for inflation, on their investments consistently every year?
This query highlights the ongoing debate surrounding the potential benefits and risks of such investment guarantees. The content of this blog, which includes various social media links and advertisements, does not provide investment advice or recommendations. It is crucial to note that any references to specific securities and their performance data do not constitute endorsements or suggestions to buy or sell those securities.
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