Cautiously Bearish Oil & Expecting Deflation

Published on: February 2nd, 2021

Paul Hodges and his team at New Normal Consulting have updated their confidence on calls for lower oil prices and a deflation surprise in 2021. In addition to updating confidence on those contrarian calls, they make the case for mean reversion in broader equities and the high-flying FAANG names. You can learn more about New Normal Insight here: https://new-normal.com.

Comments

  • PZ
    Penghao Z.
    25 February 2021 @ 10:42
    He is obviously proven to be wrong....
  • CM
    Charl M.
    3 February 2021 @ 02:26
    hasn't the Graham Value methodology called the Tech giants "overvalued" for most of the last 20 years? Amazon on Tuesday posted a record $125.6 billion in sales for the fourth quarter (that's $58 million per hour!), while profits more than doubled to $7.2 billion from a year earlier. It was the first time the company had exceeded $100 billion in sales in a single quarter. Yet value investors reckon Amazon is worth $290/share, or less than 10% of its current $3380/share? The Graham Value of $7/share for Tesla is an even bigger joke. Tesla is far more than a maker of electric vehicles. Maybe Real Vision should get Cathie Wood on again.
    • JS
      John S.
      3 February 2021 @ 16:25
      Cathie is great antagonist idea I think Catherine and Raoul face to face could be huge!
  • JS
    John S.
    2 February 2021 @ 20:38
    What does cautiously bearish mean?