Richard Bernstein | Source | CEO/CIO at Richard Bernstein Advisors
Richard Bernstein
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Richard Bernstein Advisors (http://www.rbadvisors.com)
CEO/CIO
started May 2009
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What does the Fed do after October jobs report - Experts debate
Michael Strain, American Enterprise Institute, Aaron Klein, Brookings Institute, Richard Bernstein, Richard Bernstein Advisors, and Howard Ward, Gabelli Funds, discuss the better-than-expected October jobs report and what it means for the Federal Reserve. CNBC's Rick Santelli and Steve Liesman also weigh in.
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Market bull is 'very shocked' investors are worrying about peak earnings
Richard Bernstein sees a widening gap between investor fear and fundamentals.
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The most important thing in 2019 is U.S. profits growth is going to slow. By our estimation, it's going to slow from about 25 percent to about 5 to 8 percent.
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If you have something like jobless claims as strong as they are, why are you getting this amount of volatility in the market? The amount of volatility we’ve seen is very disproportionate relative to the fundamentals. The market really focuses on the profit cycle much more than the economic cycle.
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That gap is very wide now. It's clear that investors are very scared that somehow we're replaying 2008. But, yet the fundamentals still are very healthy.
