by John Mauldin | Feb 19, 2021 | alerts, Markets/Economy, Mauldin Economics
Readers often ask how these letters appear so regularly. The answer is we have a process. Normally, I talk to my associate Patrick Watson on Monday about the next weekend’s letter. We both go into research mode, verbally outlining a letter, and by Thursday I have an...
by Lance Roberts | Feb 16, 2021 | alerts, Markets/Economy, Real Investment Advice
One of my favorite investing legends is Oaktree Management’s Howard Marks. His investing wisdom and in-depth knowledge of investor psychology and market dynamics are unparalleled. Given the “speculative mania” we continue to watch in the market, I thought a review of...
by Paul Lengemann, BullsnBears Economist | Feb 15, 2021 | alerts, Markets/Economy, Secular Bulls/Bears
At February 11, 2021, the “Buffet Indicator”, created by legendary investor Warren Buffet, indicated that the US stock market was “Strongly Overvalued”. The indicator corroborates Michael Markowski’s recent stock market at “Perilous Peak” research finding. The...
by Lance Roberts | Feb 13, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Speculative Mania Continues As It ‘Goes Up In Smoke.’” Market Review And Update Speculative Mania Continues Two Important Threats Portfolio Positioning #MacroView: Why Stimulus Doesn’t Lead To Organic Growth Sector & Market Analysis 401k...
by John Mauldin | Feb 12, 2021 | alerts, Markets/Economy, Mauldin Economics
Among the many strange, unforeseen changes of the last year is a new respect for Keynesian economic theory. Practically everyone in power now agrees that deficit spending produces GDP growth. They differ only on its expected magnitude and duration. The few exceptions...
by Lance Roberts | Feb 9, 2021 | alerts, Markets/Economy, Real Investment Advice
As discussed in Bull Mania, the signs of market exuberance did not diminish during the recent correction. With the market well ahead of fundamentals, as money continues to chase performance, the “risk” remains elevated. In this past weekend’s newsletter, “Wall Street...
