The year 2015 could see rising interest rates in a post-QE environment that will be overpowered by an expanding domestic economy, low absolute interest rates, strong corporate activity greet “modest and attractive equity valuations,” according to an investor letter from Larry Robbins of Glenview Capital Management. Many of his investments are based on demographic trends in new home ownership and couples getting busy and having children as well as keeping people healthy. On a macro level, keeping the Fed at bay in 2015 could be oil and related commodity deflation, which could defer the timing of the first fed hike….
Glenview’s Larry Robbins Bets On A 2015 Baby Boom
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.