by Bloomberg.com | Jun 2, 2023 | alerts, Markets/Economy
Used car retailer fails to lure enough investor participation Key debtholder group has opposed the debt exchange offer Carvana Co. canceled a $1 billion debt swap after a group of creditors refused to exchange their notes, posing a challenge as the used car retailer...
by Lance Roberts | Jun 2, 2023 | alerts, Markets/Economy, Real Investment Advice
Could monetary conditions be supportive of the “soft landing” scenario? While the “recession” versus “no recession” debate rages, there is a precedent for a “soft landing” scenario. Such is where the economy slows substantially but avoids a deeper contraction....
by John Mauldin | Jun 2, 2023 | alerts, Markets/Economy, Mauldin Economics
“Crisis” is an overused word. Actual crises are those rare times when we are on the knife edge of disaster. It’s not a crisis when a bank fails, or Congress can’t agree on a budget. Those are annoyances (unless it’s your bank). While not good, they don’t spell...
by Lance Roberts | May 30, 2023 | alerts, Markets/Economy, Real Investment Advice
Lately, we discussed macro-related market issues such as the” A.I., chase,” but a technical review can help manage shorter-term risks. Currently, the debate is about the market rally from the October lows. Is it a resumption of the 2009 bull market trend or an...
by Lance Roberts | May 26, 2023 | alerts, Markets/Economy, Real Investment Advice
I received many emails and questions on “why” we are adding the U.S. Treasury bond to our portfolios. The question is understandable, given its dire performance in 2022, where bonds had the biggest drawdown since 1786. However, there is, as they say, “more to the...
by Bloomberg.com | May 25, 2023 | alerts, Markets/Economy
Only a third of funds are beating benchmarks, strategists say Funds underweight the seven stocks driving Wall Street gains A reluctance by US mutual funds to invest in big tech stocks, which have staged a ferocious rally this year, is costing them dearly as they’re...
