I am going to be the guest host on CNBC’s Squawk Box tomorrow, Monday June 27, from 7AM to 10AM. In addition to spirited conversation with the anchors and their guests, I hope to talk specifically about these topics:
1. China. The currency and Unocal are side shows. The real show is information technology. They are killing us. I will talk about how to fix it and where to place your bets.
2. The US economy will produce more growth, more jobs, and more profits than analysts expect. Why I have a bet on small caps and dividends.
3. Why do bond rates keep falling? It’s the prices. (James Carvel would have said “It’s the prices stupid”) Why bond rates don’t care about budget deficits or savings rates. The housing boom is over. Equities will beat stocks next five years.
4. Oil prices and the Gulf region bull market. What smart Gulf investors are doing with their portfolios today.
Hope you get a chance to see the show.