Arnold discusses the current economic and market environment, covering important topics such as inflation, energy transition, the commodity super cycle, US debt and the budget deficit, and the digital revolution.
In this 26-minute presentation, Arnold Van Den Berg discusses the current economic and market environment, covering important topics such as inflation, energy transition, the commodity super cycle, US debt and the budget deficit, and the digital revolution.
There are signs an economic recovery is in the early stages. However, the U.S. unemployment rate is approaching 20%, the rate and shape of the recovery is still up for debate, and at the very least, it seems reasonable to assume that some parts of the economy will likely recover faster than others. If COVID-19 picks up again later in the year or other unforeseen circumstances cause the economy to continue to contract, could we see deflation?
In this CM Market Update slide presentation, Arnold and Scott walk us through CM's thoughts on the current market valuation, which sectors seem overvalued, and the sectors that appear to be in a value zone.
Arnold and Jim discuss current market conditions and the economy during this coronavirus outbreak.
Jim and Arnold provide an update on our thinking regarding our energy investments.