FYI: Lawrence McDonald is founder of consulting firm The Bear Traps Report and was formerly managing director, head of U.S. strategy, Macro Group at Societe Generale, based in New York. At the height of the 2008 financial crisis, he wrote a book on the fall of Lehman Brothers, "A Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman Brothers." In the book, McDonald details his experience working as vice president at Lehman Brothers in New York, and provides a behind-the-scenes look on why one of the most prominent investment banks failed.
He talked with ETF.com about the sweet spot his firm sees in the dividend space, and how President Trump is going to combat higher interest rates that will benefit the homebuilding market. McDonald is giving the closing keynote speech Nov. 14 at the Inside Fixed Income &
Regards,
Ted
https://www.etf.com/sections/features-and-news/dividend-sector-sweet-spot-etf