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Permanent link to this article: https://snbchf.com/video/mauldin-mark-yusko-tech-stocks-today-remind-dot-com-bubble/
3 comments
International Oil Consulting Group
2017-06-18 at 19:26 (UTC 2) Link to this comment
Interesting interview. I recommend it highly!
Livefree Ordie
2017-11-21 at 08:52 (UTC 2) Link to this comment
Mark has been dead wrong on gold prediction. Although it does make sense to stay liquid for a while now. Bubbles are everywhere, yet households are not doing so well aross all the major economies. Low interest rate has stayed for too long and big corporations took advantage of the enviroment the most. Households' debt level has been on the rise even in China. Asset price keeps soaring, and at some point a liquidity event will happen and crash on this house of cards. I really don't think the productivity of the global economy is doing so well. Loose monetary policy, low borrowing rate, tax cut for corpotations are driving the profit story in the stock market aross the globe, not real growth. In the US, Trump's broad base tax cut will casue corporations to pay down high yielding debt, buy back stock and push the stock price higher. I don't see how these big companies will add more capacity to production because households' spending are quite weak right now.
Manage GST
2018-01-27 at 14:58 (UTC 2) Link to this comment
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