by John Mauldin | Jul 29, 2022 | alerts, Markets/Economy, Mauldin Economics
Professional economists, perhaps tired of being asked, years ago formed a committee to officially mark the beginning and end of recessions, the NBER (Nation Bureau of Economic Research) committee considers a variety of data, but its final decision is subjective. Many...
by Lance Roberts | Jul 26, 2022 | alerts, Markets/Economy, Real Investment Advice
No recession. That was the recent declaration from Treasury Secretary Janet Yellen, noting that consumer spending, industrial output, credit quality, and other indicators don’t suggest economic risk. “You don’t see any of the signs. A recession is a broad-based...
by Michael Markowski | Jul 23, 2022 | alerts, Markets/Economy, Real Investment Advice
Market Trading Update Over the last week, the market finally gained a decent rally. The break above the 50-dma and the declining trend channel gave the bulls the signal to jump back into stocks. While much of the rally was short-covering, the market did push into the...
by John Mauldin | Jul 22, 2022 | alerts, Markets/Economy, Mauldin Economics
Finding just the right word brings great pleasure to writers like me. As I think and write about the Federal Reserve, the word “hubris” keeps coming to mind. The Merriam-Webster dictionary defines hubris as “exaggerated pride or self-confidence.”...
by Lance Roberts | Jul 19, 2022 | alerts, Markets/Economy, Real Investment Advice
ESG underperformance will be the strategy’s eventual undoing. We have discussed the many problems with ESG investing in previous posts. The Great Wall Street Money Heist Wall Street Wins Again As ESG Infiltrates Retirement Plans In those previous articles, we...
by Lance Roberts | Jul 16, 2022 | alerts, Markets/Economy, Real Investment Advice
Administrator Note As noted last week, my family and I traveled to Maiori, Italy, to visit our son, who lives in Germany. It was a great trip, and I look forward to sharing some stories on the “Real Investment Show” next week. I am just returning home to get...
