by Lance Roberts | Apr 24, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 04-24-21 issue of “Stocks vs. Rates – Which One Is Most Likely Right?“ Market Review And Update Market Pricing In Huge Recovery Interest Rates Are Not Convinced Portfolio Positioning #MacroView: Siegel On Why Stocks Could Rise 30% Sector & Market Analysis...
by John Mauldin | Apr 23, 2021 | alerts, Markets/Economy
In economic forecasting, reality is usually somewhere between the extremes. The best-case and worst-case rarely happen. That’s why, when they do happen, markets react so quickly to the “missed expectations.” I saw this early in my career. Realizing we will “muddle...
by Lance Roberts | Apr 20, 2021 | alerts, Markets/Economy, Real Investment Advice
Recently, Bank of America’s Savita Subramanian discussed why the market could drop to 3800. She discussed her thesis in her latest strategy note titled “Five Reasons To Curb Your Enthusiasm.” This analysis is interesting, particularly when analysts are rushing to...
by Lance Roberts | Apr 17, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 04-16-21 issue of “Market Continues Its Rally As Earnings Season Starts.“ Market Review And Update China Is A Risk Hard To Justify Portfolio Positioning #MacroView: Biden Stimulus Will Cut Poverty For One-Year Sector & Market Analysis 401k Plan Manager...
by John Mauldin | Apr 16, 2021 | alerts, Markets/Economy, Mauldin Economics
A tsunami is a wall of water that wipes out everything in its path, typically caused by earthquakes. But first, the water actually disappears from the usual shoreline, leaving land where there should be sea. A tsunami is a wall of water that wipes out everything in...
by Michael Markowski | Apr 13, 2021 | alerts, Markets/Economy, Secular Bulls/Bears
The secular bull market which began at the March 2009 low is alive, but not well, according to the findings from my recently conducted research. Many analysts and advisors are of the opinion that the 34% decline for the S&P 500 to its 2020 bottom was the end of a...
