by John P. Hussman, Ph.D | Jul 12, 2020 | alerts, Hussman Funds, Markets/Economy
John P. Hussman, Ph.D. President, Hussman Investment Trust July 2020 Instead of judging the market price by established standards of value, the new era based its standards of value upon the market price. Hence, all upper limits disappeared, not only upon the...
by Lance Roberts | Jul 11, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of, “This Is Nuts…Again. Reducing Risk As Tech Goes 1999.” Twice In One Year Fundamentally Detached A Very Narrow Market Portfolio Positioning MacroView: The Fed Has Inflated Another Asset Bubble Sector & Market Analysis 401k Plan Manager Follow Us...
by John Mauldin | Jul 10, 2020 | alerts, Markets/Economy, Mauldin Economics
Work has always been a fact of life. Paycheck-producing jobs are actually a recent development. Until the Industrial Revolution, most people lived on subsistence agriculture, sustaining themselves with whatever they could produce or working as slaves/serfs. The...
by Paul Lengemann, BullsnBears Economist | Jul 9, 2020 | alerts, Markets/Economy
The economic outlook is not encouraging, no matter how much the president wants to paint a rosy picture. The coronavirus is the primary culprit and the pandemic is not even close to being brought under control. Indications are that the virus and the associated disease...
by Lance Roberts | Jul 7, 2020 | alerts, Markets/Economy, Real Investment Advice
Over the last quarter, the “Death of Fundamentals” has become apparent as investors ignore earnings to chase market momentum. However, throughout history, such large divergences between fundamentals and price have resulted in low future returns. This time...
by Lance Roberts | Jul 6, 2020 | alerts, Markets/Economy, Real Investment Advice
If you missed Part-1 of our series on the “Theory Of MMT Falls Flat When Faced With Reality,” start there. In Part-2, we complete our analysis of the theory and the potential ramifications. The premise of our discussion was this recent explanation of...