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Results for category Investing
 

Equity Markets Have Disconnected from the Real Economy

By many measures the U.S. stock market is in a bubble. Valuations need to be justified by growth. Markets have diverged from fundamentals based on current and future expected performance.

 

The Hidden Implications of Global Index Re-Weightings

In the midst of a Capital War, the China Lobby is deftly pushing for American retirees and pensions to help fund an asset bubble in China, and their vehicle of choice is the ubiquitous index fund.

 

China Growth: FX and Asset Bubble

China’s foreign currency reserves are too low to support its asset bubble and money supply. The CCP’s diminished ability to drive global growth could reduce the costs of U.S. decoupling.

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CIO Chris Recker joined the Market on Close panel at TD Ameritrade Network to discuss global themes related to a USD shortage and higher cost of capital. Recorded 11/21/19.

 

Global Corporate Debt Is A Tinderbox

The IMF's latest Global Financial Stability Report estimates a staggering amount of global corporate debt-at-risk. But, is the problem contained?

 

Easing Cycle Fix: Saved by Zero?

The Federal Reserve's policy course change has ushered in a new wave of monetary easing. Are they signaling a severe level of concern?

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Video clip of CIO Chris Recker on the TD Ameritrade Network discussing what the Fed may be indicating with their current policy. Recorded 10/21/19.

 

Collateral Concerns 2008 vs. 2019

In 2008 short-term funding markets experienced issues that led to Fed intervention. They were a sign of increasing counterparty risk. Today, are the repo markets calling out again?

 

Dollar Shield / Dollar Storm

The U.S. dollar is at the heart of the international order, but stability is in jeopardy as the conflict between the U.S. and China intensifies.

 

How Sequence Risk Can Impact Your Retirement

Sequence risk can impact several types of investors, including 401(k) savers, current retirees, and endowments. We illustrate the effects with basic examples.

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TD Ameritrade invited CIO Chris Recker to discuss the wild swings in the repo market and his outlook on the economy. Recorded 9/17/19.

 

Unrestricted, All Domain Warfare

China has been executing an unrestricted, all domain war against the United States for decades. We review select methods and effects.

 

Are Market Conditions Similar to 1929?

Valuations in the U.S. are at extremes only seen a handful of times in history, including 1929. This time there is a trade war and excess capacity outside of the United States.

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Watch Chris Recker on TD Ameritrade Network discuss economic trends, housing, China-Germany trade, high yield credit, and value investing. Recorded 8/12/19.

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CIO Chris Recker joined the Market on Close panel to discuss recent pharma M&A activity and the food delivery business. Recorded 6/25/19.

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CIO Chris Recker joined the Market on Close panel to discuss the state of the markets, China, trade, and monetary policy. Recorded 4/15/19.

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Watch Chris Recker on TD Ameritrade Network discuss Apple (AAPL), 5G, China, and semiconductors. Recorded 3/14/19.

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TD Ameritrade Network invited Chris Recker to join The Closers panel to discuss M&A activity in tech and airlines. Recorded 1/28/19.

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CIO Chris Recker joined the Market on Close panel to discuss the recent slide in Caterpillar (CAT), China, and global dollar funding. Recorded 10/23/18.

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Watch Chris Recker on TD Ameritrade Network discuss REITs, utilities, homebuilders and other sectors impacted by interest rates. Recorded 10/8/18.

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TD Ameritrade Network invited Chris Recker to discuss interest rates, yield investments, technology, Tesla, and the search for value in a hot stock market. Recorded 9/7/18.

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CIO Chris Recker discusses Federal Reserve interest rate hikes, economic data, and a flattening yield curve on the TD Ameritrade Network. Recorded 8/21/18.

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CIO Chris Recker was featured on TD Ameritrade Network to discuss Fed policy expectations and the potential effect on risk asset prices. Recorded 5/3/18.