by Lance Roberts | Aug 8, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of, “Bulls Chant Into A Megaphone – ‘All-Time Highs:” Bulls Charge To All-Time Highs Exuberance Abounds The Megaphone Risk/Reward Ranges MacroView: Everything The Fed Does Is Deflationary Sector & Market Analysis 401k Plan...
by John Mauldin | Aug 7, 2020 | alerts, Markets/Economy, Mauldin Economics
As I file this letter Friday morning, people are reacting to the July jobs report. My own reaction: The headline report is absurd. I will explain further at the end of this letter. But first, I have another topic. Regular readers know I worry about debt, mainly that...
by Lance Roberts | Aug 4, 2020 | alerts, Markets/Economy, Real Investment Advice
As discussed in Is It Insanely Stupid To Chase Stocks, the market has gotten quite ahead of the fundamentals as money continues to chase performance. In the Q2-2020 review of Commitment Of Traders report (COT,) we can see how positioning has moved back to extremes....
by Lance Roberts | Aug 1, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of, “Is It Insanely Stupid To Chase Stocks As The Economy Plunges.” Stocks Hug The Bullish Trend The Gold/Dollar Conundrum The GDP Crash Is It “Insanely Stupid” To Chase Stocks Managing Into The Unknown MacroView: Universal Basic...
by Michael Markowski | Jul 31, 2020 | alerts, Crash of 2020, Crashes, Markets/Economy
The US stock market will soon experience its second crash for 2020. My continuing empirical research of market crashes resulted in two new metrics being discovered. The combined two indicate that another violent market crash for 2020 is inevitable. These metrics...
by John Mauldin | Jul 31, 2020 | alerts, Markets/Economy, Mauldin Economics
One of COVID-19’s many less-than-obvious consequences is the way it makes us look inward. Facing mortality has always done that, of course. West Texas Judge Roy Bean reportedly said, “Nothing focuses the mind like a good hanging.” For the vulnerable and those of us of...
