by John Mauldin | Jul 14, 2023 | alerts, Markets/Economy, Mauldin Economics
The market, and maybe all of us, would like to believe the latest 3% annual CPI number was a harbinger of ever-lower inflation, and we are on the road to 2% inflation by year end. I would argue, “Not so fast.” Inflation is far from dead, and CPI will likely go...
by Lance Roberts | Jul 14, 2023 | alerts, Markets/Economy, Real Investment Advice
There is much debate as of late on the current market cycle. Is it a bear market? Maybe. But what if this is just a correction within a 40-year-long secular bull market cycle? It is a question posed by Jacques Cesar previously. “The cyclical bull started in late March...
by Reuters.com | Jul 12, 2023 | alerts, Markets/Economy
HONG KONG, July 12 (Reuters) – China’s major tech companies have shed more than $1 trillion in value -equivalent to the entire Dutch economy – since the government’s regulatory crackdown on the sector began more than two years ago, according to...
by Lance Roberts | Jul 11, 2023 | alerts, Markets/Economy, Real Investment Advice
Does stock risk decline the longer the holding period is? It’s a great question and something I received a comment about. Blaise Pascal, a brilliant 17th-century mathematician, famously argued that if God exists, belief would lead to infinite joy in heaven, while...
by Investing.com | Jul 9, 2023 | alerts, Markets/Economy
Michael Smolyansky, a senior Fed economist, claims corporate profit growth will slow appreciably. His case rests on corporate tax rates and interest rates. Access to his white paper, The coming long-run slowdown in corporate profit growth and stock returns, can be...
by Paul Lengemann, BullsnBears Economist | Jul 8, 2023 | alerts, Markets/Economy
Edited July 30, 2023 On June 16, 2023, SQI Diagnostics (SQI), a leader in the science of lung testing, announced that it planned to voluntarily file for bankruptcy. Upon the legal action being filed the shares of the publicly traded SQI Diagnostics that are...
