I’ve updated my investment ideas page. (members click here). As always, this week’s write-up includes specific equity, ETN, and ETF analysis. It also includes a new investment idea focusing on global utilities.
Here’s a sample from this week’s update:
If you tell me that stocks are at current levels because the fundamentals are good, what is the message of the US Treasury market where the spread between the 2 yr yield and the 10 yr yield is near the lowest level in 10 years. What’s that saying? Nothing good about growth expectations. There is no question that the disaster in Houston and damage and rebuild in Florida is going to be highly influential in the economic data to come. We’ve already seen Q3 GDP economic cuts as a result but economic activity was mediocre anyway, still stuck in the 2% growth range.
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Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor.