by John Mauldin | Oct 9, 2020 | alerts, Markets/Economy, Mauldin Economics
Like everyone else, I am weary of this pandemic mess. I want to travel freely, enjoy dinner with friends, hug, and shake hands. And, of course, I want everyone who lost jobs and businesses to get them back. I wasn’t thrilled with the economy a year ago, but I’d take...
by Lance Roberts | Oct 6, 2020 | alerts, Markets/Economy, Real Investment Advice
In this past weekend’s missive “Trump Infects Markets Bounce,” we discussed even though the market had bounced off support, we still consider it a “sellable rally,” for now. The comment generated quite a few emails, mainly since we also...
by Lance Roberts | Oct 3, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Trump’s COVID Infects The Market Bounce, Is It Over?” Administrative Note Market Catches Trump’s COVID Infection. Does It Matter Who Wins The Election? Portfolio Positioning Update MacroView: The Astonishing Lack Of Value In...
by John Mauldin | Oct 2, 2020 | alerts, Markets/Economy, Mauldin Economics
“There is no means of avoiding the final collapse of a boom brought about by credit expansion.” —Ludwig von Mises Economic recovery is coming, we are told, because the economy has found a new equilibrium. We are supposedly adapting to the new-normal...
by Keven Young | Sep 30, 2020 | alerts, Markets/Economy
During the month of July 2020, the savings rate as a percentage of disposable income was 17.8%. For the seven months ended July 31st, 2020, savings rates averaged 17.7% (harmonic mean of 13.7% & geometric mean of 15.6%). This compares to the 7.5% average for...
by Jean Josse | Sep 30, 2020 | alerts, Markets/Economy
Before I begin explaining why I believe this to be the most probable outcome a few disclosures are necessary. First and foremost, at Glass Bead Capital we use a systematic risk management strategy which is designed to protect capital in the event that our opinion...
