by Lance Roberts | Dec 13, 2022 | alerts, Markets/Economy, Real Investment Advice
In Part 1, we suggested a weaker dollar may not lead to the bullish outcomes many investors expect in 2023. We will build on that thesis in Part II, and bonds will win in the first half of 2023 and stocks in the second half. The big question heading into 2023 is the...
by Paul Lengemann, BullsnBears Economist | Dec 11, 2022 | alerts, Markets/Economy
Michael Markowski, the developer of algorithms that have forecasted the S&P 500’s significant crashes for over a decade, has updated his forecast for the S&P 500’s bottom. His new forecast is for the S&P 500 to bottom at 1090.90. At this bottom, which...
by John Mauldin | Dec 9, 2022 | alerts, Markets/Economy, Mauldin Economics
Economic news—and market reactions to it—increasingly resemble a tennis game. Spectators follow the ball back and forth, thinking something will happen but usually it doesn’t. Last week, for instance, many investors got excited when they thought Jerome Powell was...
by Lance Roberts | Dec 9, 2022 | alerts, Markets/Economy, Real Investment Advice
Will a dollar decline be good for stocks? It is an interesting question, given that during 2022 there was a significant non-correlation between the dollar and the stock market. The strong dollar rally was something I suggested could be a problem for stocks, given what...
by Lance Roberts | Dec 6, 2022 | alerts, Markets/Economy, Real Investment Advice
Since the beginning of October, the market has performed better as a “Fed Pivot” bull case pushed investors into the market. We previously laid out the case for a strong “short squeeze” around the lows of September, stating: “Currently, everybody is bearish. Not just...
by Nikkei.com | Dec 5, 2022 | alerts, Markets/Economy
TOKYO — Chinese automaker BYD will begin selling its first passenger electric vehicle in Japan next month for 4.4 million yen ($32,000), less than EV offerings from rivals such as Nissan and Tesla, as it accelerates its global expansion. The carmaker, initially...