by Lance Roberts | Jul 1, 2022 | alerts, Markets/Economy, Real Investment Advice
Are recession risks fully “priced in” by the markets? Such was an interesting question asked recently by my colleague Albert Edwards at Societe Generale. To wit: “A US recession looks imminent and the discussion in the markets has moved on to how deep it will be....
by Lance Roberts | Jun 28, 2022 | alerts, Markets/Economy, Real Investment Advice
Earnings Recession Coming Was Originally Published At MarketWatch An earnings recession is coming as the Fed hikes rates which accelerates an economic recession. Such should be no surprise given earnings are derived from economic activity. However, despite economic...
by Lance Roberts | Jun 25, 2022 | alerts, Markets/Economy, Real Investment Advice
Market Review & Update Last week, we noted that previous support levels failed to hold as markets tumbled to new lows for the year. However, we also discussed the more extreme oversold conditions present on many levels, which suggested the potential for a rally...
by John Mauldin | Jun 24, 2022 | alerts, Markets/Economy, Mauldin Economics
“Government has three primary functions. It should provide for military defense of the nation. It should enforce contracts between individuals. It should protect citizens from crimes against themselves or their property. When government—in pursuit of good...
by Jared Blikre, Yahoo.com | Jun 23, 2022 | alerts, Markets/Economy
This article first appeared in the Morning Brief. Thursday, June 23, 2022 Today’s newsletter is by Jared Blikre, a reporter focused on the markets on Yahoo Finance. Follow him on Twitter @SPYJared. Bear market rallies are the stuff of legends. Born through a...
by Lance Roberts | Jun 21, 2022 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
An oil price and energy stock price reversion may be starting. The reason is that oil price reversions are the inevitable outcome of economic recessions. Of course, such is due to the previous price spikes that create demand destruction in the economy. The chart shows...
