by John Mauldin | Aug 4, 2023 | alerts, Markets/Economy, Mauldin Economics
My friend Neil Howe titled his latest book The Fourth Turning Is Here because, well, the Fourth Turning is here. It is no longer the decades-away crisis he and the late William Strauss described in their 1990s books. As noted last week, each “turning” is generally 20...
by Reuters.com | Aug 4, 2023 | alerts, Markets/Economy
Summary Chinese investors, companies flock to CDs for higher returns Liquidity trap brewing as loss of confidence in economy spreads Money managers draw parallels with Japan’s ‘balance sheet recession’ in 1990s SHANGHAI/SINGAPORE, Aug 4 (Reuters)...
by Lance Roberts | Aug 1, 2023 | alerts, Markets/Economy, Real Investment Advice
“Bullish measures are getting really bullish.” This is an interesting statement, given how “bearish” sentiment was in 2022. As I noted then: “Investor sentiment has become so bearish that it’s bullish. One of the hardest things to do is go “against” the prevailing...
by John Mauldin | Jul 28, 2023 | alerts, Markets/Economy, Mauldin Economics
We talk frequently about the way central banks and governments affect the economy. In the grander scheme of things, though, whatever the Fed does is more like throwing a hand grenade into a large building. Yes, you’ll make some noise and cause some damage. People may...
by Lance Roberts | Jul 28, 2023 | alerts, Markets/Economy, Real Investment Advice
While Washington continues a seemingly unbridled spending spree under the assumption “more spending” is better, debts and deficits matter. To better understand the impact of debt and deficits on economic growth, we must know where we came from. The chart shows the...
by Lance Roberts | Jul 25, 2023 | alerts, Markets/Economy, Real Investment Advice
No matter what happens, financially or economically, there is always a high number of companies regularly beating Wall Street estimates. Are Wall Street analysts that poor at predicting future corporate earnings, or is there something else potentially going on?...
