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John Waggoner: Fidelity: Will Goldilocks Market Have A Happy Ending?

TedTed
in Fund Discussions
FYI: (Click On Article Title At Top Of Google Search)
Fidelity Investments is warning that a fairy tale stock market may not have a fairy tale ending.
Regards,
Ted
https://www.google.com/#q=Fidelity:+Will+Goldilocks+market+have+a+happy+ending?+investment+news

Comments

  • Paul
    Why would anyone listen to Timmer? He ran a fund for several years and got booted off due to poor performance.
  • davidrmorandavidrmoran
    uh, is there anything in what he says that seems truly off?
  • Paul
    It doesn't seem truly off but it is. He talks a good game but isn't a good investor.
  • davidrmorandavidrmoran
    He's not talking a game. I wonder if we're reading the same article. You are saying he is wrong about China and the fed?
  • Paul
    I don't know if he's right or wrong about China and the Fed. I'm simply saying his thoughts aren't worth listening to. He knows how to talk but is not a good investor. That's it. One's wealth would be higher by not listening to him.
  • davidrmorandavidrmoran
    uh, okay. It's not an article about that, though. Whatever.
  • AndyJ
    edited July 2017
    Got kind of an apples & oranges thing going on there. Macro (big trends affecting investment, economics) and micro (investing in specific securities) are different. Plenty of "pros" are good at one and not so good at the other, so dismissing out of hand someone's thoughts on A because they're not good at B may be a little hasty.

    (Don't know this guy, so don't have an opinion on how he is at A, but others have been saying basically the same things.)
  • Paul
    Can you guys tell me sometimes his "insights" were profitable?
  • davidrmorandavidrmoran
    oh, sure

    like a lot of macro types the points made often seem a little late, but that is built into that kind of role

    this caused me to buy some EM

    https://www.bloomberg.com/news/videos/2017-05-19/jurrien-timmer-on-being-bullish-on-emerging-markets-video

    but again, not the newest new news exactly.
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