Brace Yourself for Macro Turbulence2018-11-06T15:05:36+00:00

Brace Yourself for Macro Turbulence

Fergus Hodgson, November 5, 2018 rss iTunes SoundCloud-logo


After 10 years of easy credit in the wake of the Great Recession, the party is over. Interest rates are going up, as are labor costs.

"Buckle up," warns Peter Boockvar, chief investment officer with the Bleakley Advisory Group and editor of the Boock Report.

Speaking at the New Orleans Investment Conference, he argued that we're on the cusp of a bear market and that profit margins have already probably peaked, despite the corporate tax cut and deregulation.

macro turbulence

Jim Grant, Dennis Gartman, and Peter Boockvar at the New Orleans Investment Conference. (Fergus Hodgson)

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Fergus Hodgson is Gold Newsletter's roving editor. Follow him on Twitter and Facebook.