….qui un articolo gustoso di Doug Kass su cosa prevede per il 2018…
CLICCA QUI L’INTERO ARTICOLO
Ricordo che Doug Kass è Presidente della Seabreeze Tartners Management Inc, Senior Manager della Omega Advisors (6$ milairdi in gestione) oltre a varie altre posizioni in Putnam etc oltre ad essere editorialista sulla CNBC
Le 15 sorprese del 2018 potrebbero essere
Surprise #1: President Trump’s Behavior Finally Does Matter
Surprise #2: Politics is Upended in 2018. As the U.S. Electorate Pushes Left in Mid-Term Elections
Surprise #3: The Tax Bill Fails to Buoy S&P Earnings Anywhere Near Expectations of 7% to 10% Incremental Growth
Surprise #4: The Cryptocurrency Bubble Pops and Gold Makes New All-Time Highs
Surprise #5: The S&P Index Roars Into the 2017 Close and Makes a 2018 High on Jan. 2, 2018
Surprise #6: A Congressional Subcommittee Meeting Called by Sen. Dianne Feinstein Leads to a Regulatory Attack on Google and Facebook That Slows Their Expansion Plans and Market Share Gains
Surprise #7: Stagflation Emerges in the Last Half of 2018 and the Fed Tightens Four Times
Surprise #8: The 2020 Presidential Front Runners Are Mike Pence and Howard Schultz, but Many Shadows Remain
Surprise #9: Volatility Spikes, Causing a Major Flash Crash
Surprise #10: The Athens Stock Market Is the Best International Performer in 2018
Surprise #11: Company Share Buybacks Drop Dramatically
Surprise #12: European Bonds Sour
Surprise #13: Twitter Is Acquired
Surprise #14: Berkshire Hathaway Makes a $75 Billion Acquisition in Early 2018
Surprise #15: Tesla Stalls Out …and FANG stocks fall in sympathy.
