by Lance Roberts | Sep 1, 2020 | alerts, Markets/Economy, Real Investment Advice
During the past couple of months, I discussed why the 35% decline in March was only a “correction” and not a “bear market.” Technically speaking, margin debt also confirms the bull market remains intact. However, therein also lies the risk of...
by John P. Hussman, Ph.D | Sep 1, 2020 | alerts, Hussman Funds, Markets/Economy
John P. Hussman, Ph.D. President, Hussman Investment Trust September 2020 The most striking similarity between the 1920s and 1990s bull markets is the notion that traditional measures of stock valuation had become obsolete. – Edward Chancellor, Devil Take The...
by Lance Roberts | Aug 29, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Winter Is Coming Is It Time For Value To Shine?” Market Is At Technical Extremes More Signs Of Exuberance Is There A Rotation To Value Coming. Winter Is Coming MacroView: March Was A Correction Sector & Market Analysis 401k Plan...
by Lance Roberts | Aug 28, 2020 | alerts, Markets/Economy, Real Investment Advice
It’s a tale of two bull markets. One part of the market is trading as you would expect with near depressionary economic numbers. The only description for the other part is “insane.” In last week’s #Macroview, we discussed that “March Was...
by John Mauldin | Aug 28, 2020 | alerts, Markets/Economy, Mauldin Economics
If you ever think you just can’t win, I know how you feel. I’m labeled both a doomsayer and a Pollyanna—sometimes in reaction to the same letter. In fact, I am neither. I used to be the “muddle-through” guy who acknowledged difficulty but expected eventual success....
by Michael Markowski | Aug 27, 2020 | alerts, Markets/Economy
For the second quarter of 2020, US GDP experienced its worst ever contraction of 32%. The key question now is how fast will the economy recover? Morgan Stanley has emphatically stated that the economy would climb back to its pre pandemic February 2020 level by...
