Bloomberg Surveillance Single Best Idea with Tom Keene: Savita Subramanian & Jordan Rochester
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Apr 11, 2025 Delve into the world of strategic investment as expert insights illuminate the historical forces shaping today’s economy. Learn about the competition between value stocks and long-duration bonds, spotlighting major players like Meta and Google. Discover the appeal of dividends in utilities and energy sectors while unpacking the media's take on yield dynamics. Explore how tariff rates influence dollar funding and U.S. trade, providing a fresh perspective on current market trends.
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Focus on Expert Analyses
- Pay attention to what smart people write in essays.
- Consider perspectives on trade beyond political divides.
Value Stocks in Stagflation
- Value stocks have historically outperformed bonds during stagflation.
- Companies can adapt, making stocks preferable to bonds in uncertain times.
Yield vs. Price
- Remember that rising yields mean falling bond prices.
- Don't just focus on yield; consider the price.