The Bears Are Back Baby!

August 19, 2023 00:30:31
The Bears Are Back Baby!
Digital Finance Analytics (DFA) Blog
The Bears Are Back Baby!

Aug 19 2023 | 00:30:31

/

Show Notes

This week has continued to underscore the change in the market weather, following the hopium of July. “We’ve long been overdue for a correction in equities, and it’s clear that higher rates have now become the catalyst for that,” said Michael Reynolds, vice president investment strategy at investment and wealth advisory firm Glenmede. “When the opportunity cost for capital becomes more competitive, valuations should correct on risk bearing assets, especially large cap equities which have been trading at significant premiums this year.” And news that China’s seemingly eternally beleaguered property giant Evergrande has sought bankruptcy protection in New York only […]

Other Episodes

Episode 0

August 27, 2021 00:25:53
Episode Cover

The Times They Are A Changin - The DFA Daily 27th August 2021 [Podcast]

In today’s show we look at the impact on regional Australia and strategies for growth there, ASIC’s change of direction under new direction and...

Listen

Episode 0

November 21, 2020 00:21:34
Episode Cover

Numberwanging 1 - 2 - 3: With Tarric Brooker [Podcast]

My latest Friday discussion with Journalist Tarric Brooker. Can we believe the official data, and does it make sense? Does it make you blind?...

Listen

Episode

April 17, 2025 00:15:28
Episode Cover

Uncertainty Into Stagflation Spooks Markets, Lifts Gold (Again)…

Today, Gold hit another all-time high as warnings from Federal Reserve Chief Jerome Powell about the impact of the trade war fueled volatility on...

Listen