by John Mauldin | Mar 24, 2023 | alerts, Markets/Economy, Mauldin Economics
Recently I saw someone share a clip from their weather app. It said, “Rain expected at 3 pm,” right above a little graphic showing a 30% chance of rain at 3 pm. What’s wrong with that picture? Well, if the calculated odds of rain were only 30%, then “expected” wasn’t...
by Lance Roberts | Mar 24, 2023 | alerts, Markets/Economy, Real Investment Advice
Recession indicators are ringing loudly. Yet, the Fed remains focused on its inflation fight, as repeatedly noted by Jerome Powell following this week’s FOMC meeting. During his press conference, he specifically made two critical comments. The first was that inflation...
by BusinessInsider.com | Mar 24, 2023 | alerts, Markets/Economy
“Ain’t nothing more dangerous than a bear at the end of a bear market,” Bank of America investment strategist Michael Hartnett said about the stock market in his latest “The Flow Show” report. The analyst stated the stock market will...
by Bloomberg.com | Mar 23, 2023 | alerts, Markets/Economy
Market ignores Powell, prices in rate cuts on recession risk ‘Rate cuts would actually be negative’ for stocks, Sohn says Wall Street pros are warning investors who bid up US stocks on expectations the Federal Reserve will soon be cutting interest rates to remember an...
by Bloomberg.com | Mar 23, 2023 | alerts, Markets/Economy
Slower sales growth has investors balking at premium valuation Despite rebound, stock remains down over 46% from a 2021 peak For years, Amazon.com Inc.’s aggressive growth strategy has enabled the stock to command a hefty premium to big tech peers. But with its...
by MoneyControl.com | Mar 22, 2023 | alerts, Markets/Economy
Grantham suggests that the Federal Reserve’s low interest rate policy has fuelled this bubble by making borrowing cheap and driving up asset prices. Renowned investor and co-founder of GMO, Jeremy Grantham, had issued a warning in his most recent write-up titled...
