Doug Kass says he is now “slightly net long”, but is not buying into the hype. Kass believes the second quarter GDP is likely to get revised lower and could scare investors into believing that the second half slowdown is on the horizon:
Source: CNBC
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.
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