Markets “Extremely Complacent” About Low Bond Yields – Neuhauser

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Markets “Extremely Complacent” About Low Bond Yields – Neuhauser
Megan_Rexazin / Pixabay

David Neuhauser of hedge fund Livermore Partners on CNBC discusses that investors are extremely complacent about low bond yields.

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Q1 2021 hedge fund letters, conferences and more

To Partners and Friends,

Here Is What Electron Capital Told It’s Investors On A Recent Call [Exclusive]

InvestElectron Capital Partners returned 10.3% net for August, pushing its year-to-date returns into the green at 10%. The MSCI ACWI was down 3.9% for August, bringing its year-to-date return to -18.8%, while the S&P 500 was down 4.2% for August, which brought its year-to-date return to -17%. The MSCI World Utilities Index lost 1.8% for Read More

June closed out strong for the market although value has again taken a back seat to growth. FED comments at the latest meeting were processed as hawkish and thus, the FED is out to fan the flames of inflation.

I have serious doubts on this and believe any weakness in metals is a true buying opportunity.  So that remains Livermore's focus today on some very select special situations.

Of course, oil assets are the fund's largest holdings so even with the pullback in many commodities, we held in well. In fact, just this morning Brent is trading at a 2-year high of $76.35 ahead of an OPEC decision and summer driving season. Therefore, I believe the outlook for the partnership is very strong.

Let's see where H2 takes us!

Additionally, below is our latest interview on CNBC.  Discussing current market dynamics and the very complacent events stirring today.  The first link is the full interview on Mediasilo directly from CNBC.

Enjoy the long Holiday weekend,

David

Markets ‘extremely complacent’ about low bond yields, strategist says

David Neuhauser, chief investment officer at Livermore Partners, says investors are complacent about bond yields remaining low as monetary stimulus unwinds, and warns that some areas of the market are "unsustainable froth."

Watch the video here.

David Neuhauser

CIO

Livermore Partners

www.livermorepartners.com

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)www.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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