This article first appeared on FloatingPath.
Bank of America Merrill Lynch has highlighted global macro themes spanning earth, markets, people, government & policy, and innovation. They provide a rationale for each theme, along with a broad investment recommendation to accompany their thesis.
Einhorn Tells Investors: Tesla Is Gaming S&P 500 Index Committee
The Federal Reserve has poured unprecedented levels of stimulus into the U.S. economy to deal with the pandemic, and most experts agree that inflation is just around the corner. David Einhorn has positioned his Greenlight Capital to benefit from inflation when it arrives. Q2 2020 hedge fund letters, conferences and more SORRY! This content is Read More