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Macro View by Scott Minerd - Falling Gas Prices Fuel Holiday Cheer

11/21/2014

Rising equities and falling prices at the pump will bring holiday cheer, but be aware of potential headwinds as we head into 2015.

Forbes: How Much Further Can the Bull Run?

11/21/2014

Minerd in Forbes: How Much Further Can the Bull Run?

Financial Times: Europe Must Act Now to Avoid ‘Lost Decade’ (PDF)

11/03/2014

Guggenheim Partners Global Chief Investment Officer Scott Minerd writes in the Financial Times that the European Central Bank’s current asset repurchase plans aren’t sufficient to meet its targets. The reality is the ECB will need to purchase at least another €1.5tn in assets, and even that may not be enough.

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