“It’s certainly behaving differently than it was for the last four decades,” Jeffrey Gundlach said at the Bloomberg Global Credit Forum. “Things are behaving differently.” He wasn’t just talking about the S&P 500. “Usually when the Fed starts cutting interest rates… the 10-year Treasury almost always goes up immediately… This … Read More
Howard Marks: FOMO vs. Fundamentals
Howard Marks has this gift for cutting through the noise. At Global Alts Miami 2025, he didn’t come with a market prediction or some flashy hot take on tech. In fact, when asked about Nvidia’s big 16% drop thanks to a new Chinese chatbot, he shrugged and said, “I don’t … Read More