Bloomberg Surveillance
I will be guest hosting on Bloomberg TV this morning with Tom Keene and Sara Eisen from 6:00 am – 7:00 am.
Subjects we are discussing:
1. Where are we in the Secular Bear Markets
Also, we can discuss why Stocks are Reasonable, but they never got particularly cheap
2. Yay! Stocks Beat Bonds (Finally)
4. Probability of Recession remains modest (according to broad Economic Indexes)
Why look at any one model — look at all data !5. Tuesday evenings big television event — not the State of the Union address, but the Westminster Dog Show
The live TV streams here.