According to Bill Miller, Delta Air Lines (DAL) is well positioned financially among the airline stocks. In 4Q16, its free cash flow rose ~10% compared to 3Q16.
Miller said that if we go back 30 years to September 1987, a month before the market crash, the ten-year Treasury bond prices (TLT) were at 11x their return and equity at 15.6x.
In an interview with CNBC’s Squawk Box on Thursday, February 2, 2017, Bill Miller, chair and CEO of LMM Capital Management, discussed his views on the equity market and the bond market.
According to Jim Grant, Donald Trump will either be very positive for the market or very negative for the market (VOO) (IWM) (SPY) (QQQ).
When the Fed maintained a dovish stance at various meetings in 2016, Grant said that market participants were gradually losing confidence in central banks.
On January 26, 2017, Jim Grant, the founder of Grant’s Interest Rate Observer, discussed his views on markets (SPY), the US economy (VFINX) (IVV), and the Federal Reserve in an interview with CNBC.
Mario Gabelli has a positive view on the media sector.
In a recent CNBC interview, Mario Gabelli discussed how to play the current market situation and what investment strategy will result in a good return during Trump’s presidency.
Mario Gabelli is optimistic about the media sector.
Earnings growth has contracted in the past few quarters. The Fed ended its QE (or quantitative easing) in October 2014.
On Tuesday, January 24, 2017, Mario Gabelli discussed his views on the US economy (IVV) (IWM), his investment strategy, and various stock picks in an interview with CNBC.
Billionaire bond investor Bill Gross discussed the ten-year Treasury yield in his January investment outlook.
According to Bill Gross, the risk markets have been affected by various factors.
Gross believes that Donald Trump’s proposed fiscal stimulus in the form of infrastructure investment and defense investment will bring economic growth.
Bill Gross said the economic environment is showing momentum. Inflation figures are also improving.
On Friday, January 20, 2017, billionaire bond investor Bill Gross of Janus Capital discussed his views on the US economy, Donald Trump’s plans, interest rates, and global trade in an interview with CNBC.
Ray Dalio’s Bridgewater Associates is a prominent hedge fund management firm. Previously, the firm held an optimistic view about emerging markets (EDC) (IEMG).
Expectations for a stronger economic environment, business-friendly policies, less regulation for businesses, and policy reformation are driving the equity market (SPY) (QQQ).
In a recent interview with CNBC, activist investor Ray Dalio said that he believes business sentiment in the US is improving.
In an interview with CNBC, Ray Dalio said he believes that populism is a great market concern in the current environment.