It is conventional wisdom that higher interest rates are bad for stocks, but is that true? In this session, I take issue with that conclusion, arguing first that interest rate changes are driven by changes in fundamentals, and second that you need to make a judgment on why rates are going up, before deciding whether that rise rise is good or bad for value.
Video on this issue: http://www.youtube.com/watch?v=U_ZfuMb6K3Y
Submitted March 04, 2018 at 08:17AM by gorillaz0e http://ift.tt/2tcRTYR
