by Michael Markowski | May 18, 2020 | alerts, Crash of 2020, Crashes, Markets/Economy, Secular Bulls/Bears
Based on the findings from my most recent empirical research, it will be at least 11 years before the US’ stock market and GDP climb back to above their recent all-time highs.  Since the S&P 500, Dow and NASDAQ composites have rallied back from their March 2020...
by Lance Roberts | May 18, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
On Monday, the markets surged on hopes for a “virus vaccine” and encouraging words for the Federal Reserve that liquidity isn’t going away. Such puts us in the awkward position of having to chase market momentum, knowing fundamentals will eventually...
by Lance Roberts | May 16, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Stuck In The Middle As Seasonal Sell Signals Trigger:” View Of The Markets & Portfolio Positioning MacroView: Why Jeremy Siegel Is Wrong About Bonds Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook,...
by John Mauldin | May 15, 2020 | alerts, Markets/Economy, Mauldin Economics
I knew this letter’s topic months ago. It was going to be a review of the Strategic Investment Conference, which would have just concluded fabulously in sunny Scottsdale. Well, something intervened. Coronavirus precautions kept us from having an in-person conference....
by Michael Markowski | May 13, 2020 | alerts, Crash of 2020, Markets/Economy, Secular Bulls/Bears, Uncategorized
The S&P 500’s rally from its March 2020 low to within 13.2% of its 2020 high has been primarily fueled by the US Federal Reserve’s monetary stimulus. The Fed has and continues to spend trillions to provide the economy with liquidity and to artificially prop up...
by Lance Roberts | May 12, 2020 | alerts, Markets/Economy, Real Investment Advice
“The stock market is not the economy.” Such is the latest rationalization to support the “bull market” narrative. The question, however, is the validity of the statement. As I noted in this past weekend’s newsletter: “There is...
