Marko Kolanovic ‘Dials Down’ Bullish Call After Nailing Stock Surge, Delivers COVID-19 Update Amid Reopenings
“Ultimately we think that politicizations of COVID-19 will backfire”…
Category: marko kolanovic
Marko Kolanovic: Virus Politics Poses ‘New And Significant Risk To Markets’
“While the epidemic and markets largely followed our forecasts, politics emerged as a new and significant risk”.
The Financial Media Ignored Marko Kolanovic On New York’s Coronavirus Outbreak. It Was Society’s Loss.
“So, you’re a rocket scientist.” ” I was, yeah.”
Marko Kolanovic Says S&P Will Be Back To Record Highs By Early Next Year. Here’s Why…
“What is the right multiple given the unprecedented earnings hit, but also unprecedented monetary measures?
Are Emerging Markets ‘The Next Imminent Disaster’ In Pandemic? Marko Kolanovic Answers
The “next shoe to drop”? Maybe not. And here’s why.
Marko Kolanovic Addresses ‘Critical’ COVID-19 Questions On Herd Immunity, True Mortality Rate
“The analogy is with an iceberg.”
Marko Kolanovic Forecasts Dates For Coronavirus Peak, End Of Crisis
Remember: The stimulus isn’t going away even if the virus does.
‘Internet Of Living Things’: How Marko Kolanovic Would Use Big Data To Save The World In Future Pandemics
“…in the age of big data, machine learning and internet of things, this could be different.”
Marko Kolanovic Offers Hope In Coronavirus Fight With Analysis Of Kinsa Smart Thermometer Data
“…the response evolves initially from under-reaction, then overreaction and then converges closer to an optimal response.”
Marko Kolanovic Breaks Down The Selloff, Says Short-Term Bounce Likely (With Caveats)
“The virus should go, but stimulative measures will likely stay”.
Marko Kolanovic Flags Iran ‘Tail Risk’ After Soleimani Strike. Says Investors Should Hedge Into US Election
“The market currently is not pricing any significant risk”.
Marko Kolanovic Predicted Trump’s Election Win. Here’s What He Thinks About 2020
“With the onset of the trade war in the first quarter of 2018, the impact of Trump’s policies on markets changed drastically”.
Marko Kolanovic Delivers 2020 Outlook, Sees Higher Stocks, Better Macro
“At the depth of the market selloff last December, we set a controversial S&P 500 price target of 3,100 for 2019”.
Marko Kolanovic On ‘Groupthink’, Crowding And Why The Rotation Will Continue
“Two strategies that in theory should have little to do with each other” have been “nearly 100% correlated” recently.