by Lance Roberts | Jul 31, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 07-30-21 issue of “Market Rally Continues As Earnings Beat Estimates.” Market Rally Continues The Mirage Of Strong Earnings GDP Eclipses Pandemic Level Portfolio Positioning Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook,...
by John Mauldin | Jul 30, 2021 | alerts, Markets/Economy, Mauldin Economics
“T.S. Eliot once wrote, ‘Only those who risk going too far can possibly find out how far one can go.’ It seems the US financial system is bound and determined to find out.” —John Hussman, July 29, 2021 “If I was Darth Vader and I wanted to destroy the US economy, I...
by Lance Roberts | Jul 27, 2021 | alerts, Markets/Economy, Real Investment Advice
In this past weekend’s newsletter, I discussed the issue of the markets next “Minsky Moment.” Today, I want to expand on that analysis to discuss how the Fed’s drive to create “stability” eventually creates “instability.” In 2007, I was at a conference where Paul...
by Michael Markowski | Jul 24, 2021 | alerts, Markets/Economy, Secular Bulls/Bears
Many investors are excited due to the S&P 500 attaining a new all-time high on July 26, 2021. However, based on the following the probability is high that a new Secular Bear, the first since 2000-2009 and 10th since 1802 was born on May 7, 2021. The bear’s birth...
by Lance Roberts | Jul 24, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 07-23-21 issue of “Bulls Buy The Dip But Is The Risk Really Over?” Bulls Buy The Dip & The Next Minsky Moment Trading Sardines The Fed Is Deflationary Portfolio Positioning Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook,...
by John Mauldin | Jul 23, 2021 | alerts, Markets/Economy, Mauldin Economics
Great news: The US economy is officially out of recession. We know this because the National Bureau of Economic Research’s official recession-calling committee said so this week. The economy has been in an expansion phase since last April, making this the shortest...
