Description
2024 has been a good year for the bulls.
And with the world's largest economies now back into easing mode, both monetarily and fiscally, does that mean 2025 will be another winning year for the longs?
To help us find out, as investors have a lot riding on the answer, we have the good fortune of speaking with investor and analyst Bill Fleckenstein of Fleckenstein Capital.
Bill is watching bond yields very closely now, as he suspects they are starting to revolt against the Fed's rate new rate cutting plans. He's been waiting for years for the moment when bond investors lose confidence in central planners' ability to tame inflation as well as reign in deficit spending.
Bill thinks we might have just reached that point.
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