by Lance Roberts | Oct 20, 2020 | alerts, Markets/Economy, Real Investment Advice
In yesterday’s post on “Moral Hazard,” we discussed how Fed actions shifted the “risk appetite” of investors through “perceived” insurance against losses. As we head into a potentially contentious election, market...
by John P. Hussman, Ph.D | Oct 17, 2020 | alerts, Hussman Funds, Markets/Economy
John P. Hussman, Ph.D. President, Hussman Investment Trust October 2020 That the rate of interest will be lower when commerce languishes and when there is little demand for money, than when the energies of commerce are in full play and there is an active demand...
by Lance Roberts | Oct 17, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Market Stumbles As Stimulus Hopes Fade.” Hopes For More Stimulus Election Night Risk Economic Disappointment Portfolio Positioning Update MacroView: Recessions Are A Good Thing, Let Them Happen Sector & Market Analysis 401k Plan...
by John Mauldin | Oct 16, 2020 | alerts, Markets/Economy, Mauldin Economics
We’re caught in a trapI can’t walk outBecause I love you too much baby Elvis Presley’s rendition of Suspicious Minds topped the record charts in 1969. The lyrics portray a romance that couldn’t work, but was also impossible to escape. That’s also a good...
by Lance Roberts | Oct 13, 2020 | alerts, Markets/Economy, Real Investment Advice
As discussed in Hopes Of More Stimulus, the market has rebounded following the September decline. Unfortunately, the market has again gotten quite ahead of the fundamentals as money continues to chase performance. In the Q3-2020 review of the Commitment Of Traders...
by Lance Roberts | Oct 10, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
In this issue of “Market Regains Footing On Hopes Of More Stimulus.” Hopes For More Stimulus Market Regains Its Footing Policies Over Politics Portfolio Positioning Update MacroView: The Second Derivative Of More Stimulus Sector & Market Analysis 401k...
