Lyn Alden Schwartzer is the founder of Lyn Alden Investment Strategy and is a contributing analyst to ElliottWaveTrader.net covering equities and alternative investments. With a background blending engineering and finance, Ms. Alden blends fundamental research with a global macro overlay to find opportunities in markets around the world.
This presentation will focus on structural changes in energy supply that are likely to make oil and gas stocks a lot more investable in the 2020s decade than in the prior decade.
This presentation with Lyn Alden Schwartzer will cover how metals fit into the current macro environment.
In this presentation with Lyn Alden Schwartzer, she will analyze S&P 500 valuations using multiple methods, to show what some of the major risks and opportunities are. This includes its forward return potential and how it stacks up compared to other asset classes.
A sharp reduction in interest rates in 2020 pushed up valuations of long-duration assets, including bonds and growth stocks, to very high levels. One of the biggest risks and opportunities for multiple asset classes for the next few years is navigating the inflation cycle and the prospect of a steepening yield curve as this duration trade potentially unwinds.