Home Business Livermore’s David Neuhauser: Avoid Meme Stocks

Livermore’s David Neuhauser: Avoid Meme Stocks

David Neuhauser of hedge fund Livermore Partners on CNBC discusses “Copper is the New Oil” and “Avoid Meme Stocks.”

Q1 2021 hedge fund letters, conferences and more

To Partners and Friends:

Below is a link to our interview with CNBC which is receiving some air time. We continue to witness market froth in the backdrop of higher inflation and new signs of slowing expansion from the deep pandemic lows.

The setup of accommodative interest rates and slow growth may look like another goldilocks scenario (leading to a new long-term business cycle), but that thesis this time around, seems flawed.

Massive supply disruptions, huge trade imbalances and unheard of corporate and government debt will eventually cause negative shocks to the system and thus, economic activity.

Therefore, Livermore will continue to focus on value opportunities, especially within gold, silver, copper and other select commodities given fiat currency debasement. This will be the path required to protect us against an inflationary backdrop, which is looming large..

As for the interview link, CNBC made it required to be a PRO member to access.

Avoid Meme Stocks: Why Amazon And Other Tech Giants Are Looking Less Attractive

David

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Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. - Email: jacob(at)valuewalk.com - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver

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