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Compiling comments that experts make about stocks while on public TV.

2017-06-05

General Comment by Larry Berman CFA, CMT, CTA

Bias Subject Owned
UNKNOWN NORTH AMERICAN - LARGE & ETFs _N/A

Educational Segment.  Chart shown of Market Capitalization of the MSCI world metals and mining index vs. capitalization of GOOGL.  GOOGL is now worth more than the base metals sector of the entire world.  The metals and mining index has been coming down with a lot of it being the Chinese growth story tailing off.  Chinese growth is 100% fueled by Chinese debt.  China is the real catalyst for the next global downturn.  He has been watching Dim Sum Bonds.  It is the worst performing bond index in the world.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc. http://www.etfcm.com

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