by Lance Roberts | Feb 4, 2023 | alerts, Markets/Economy, Real Investment Advice
The Bear Market Has Been “Cancelled.” Last week’s message asked the question of whether the market’s break above the long-running downtrend line was a “head fake?” To wit: As we noted, the inverse ‘head-and-shoulder’ pattern already suggests a market bottom has...
by John Mauldin | Feb 3, 2023 | alerts, Markets/Economy, Mauldin Economics
These weekly letters, of which I’ve now written well over 1,000 (plus 7 books and multiple papers and articles), are generally about two broad topics: the economy and the financial markets. While related, these aren’t the same. Good news for one can be (and often is)...
by Lance Roberts | Feb 3, 2023 | alerts, Markets/Economy, Real Investment Advice
The most recent NFIB (National Federation Of Independent Business) is sending a strong signal of an economic recession. In 2019, the NFIB survey, combined with an inverted yield curve, suggested an impending recession. In 2020, those signals became a reality. As in...
by Lance Roberts | Jan 31, 2023 | alerts, Markets/Economy, Real Investment Advice
Despite mounting evidence supporting recession forecasts, the stock market remains at odds with that outlook. Such leaves investors in a predicament of avoiding a further drawdown in the equity markets but not wanting to miss out on a potential recovery. It is hard to...
by Lance Roberts | Jan 28, 2023 | alerts, Markets/Economy, Real Investment Advice
The FOMC Meeting Approaches Was the break above the long-running downtrend line a “head fake?” Maybe. However, before we get into the analysis, let’s review where we left off last week. Such is critically the case as we head into this coming week’s FOMC meeting and...
by John Mauldin | Jan 27, 2023 | alerts, Markets/Economy, Mauldin Economics
In stock investing there’s a management style called “growth at a reasonable price” or GARP. It seeks to achieve steadier results by avoiding both expensive growth stocks and beaten-down value stocks. We can apply a similar idea to economic growth. Everyone wants the...