by Lance Roberts | Apr 12, 2022 | alerts, Markets/Economy, Real Investment Advice
Is it still a “bear market rally?” After a big surge from the lows following the Russian invasion of Ukraine, Mike Wilson from Morgan Stanley thinks so. To wit: “The first quarter was one of the worst on record for the collective performance of stocks and bonds, with...
by Lance Roberts | Apr 9, 2022 | alerts, Markets/Economy, Real Investment Advice
Market Review & Update We provide a daily trading update in our Daily Market Commentary (free pre-market email). During the past week, the message was consistent. “The continued sloppy action over the last week is doing its job of working off the overbought...
by John Mauldin | Apr 8, 2022 | alerts, Markets/Economy, Mauldin Economics
An old Danish proverb, later attributed to everyone from Mark Twain to Nostradamus to Yogi Berra, says, “Predictions are difficult, especially about the future.” I would refine it a little: Predictions are actually pretty easy. Accurate predictions are very difficult....
by Lance Roberts | Apr 5, 2022 | alerts, Markets/Economy, Real Investment Advice
Bullish or bearish? What is the case for the market now? As we noted previously, having a proper market perspective is essential in avoiding investing mistakes over time. However, another trap we potentially fall into is “confirmation bias,” “Experts in the field...
by Lance Roberts | Apr 2, 2022 | alerts, Markets/Economy, Real Investment Advice
Market Review & Update We noted last weekthat while the market was short-term overbought, the market could rally further. To wit: “As we head into the end of the month, a further push to the upside is not out of the question as mutual funds, pensions, and...
by John Mauldin | Apr 1, 2022 | alerts, Markets/Economy, Mauldin Economics
“I would not interpret the currently very flat yield curve as indicating a significant economic slowdown to come.” (and subprime is contained.) —Ben Bernanke, March 2006 Evidence continues to mount that a recession is coming soon. The latest was this week’s “inverted...