by Sagarika Jaisinghani, Bloomberg.com | Nov 28, 2022 | alerts, Markets/Economy
Stock markets are in for a wild ride next year as they don’t yet reflect the risk of a U.S. recession, according to strategists at Goldman Sachs Group Inc. and Deutsche Bank. The team including Christian Mueller-Glissmann and Cecilia Mariotti said their model...
by Theron Mohamed, BusinessInsider.com | Nov 26, 2022 | alerts, Markets/Economy
Jim Chanos tore into crypto after Sam Bankman-Fried’s FTX exchange imploded. The short seller compared the crypto crash to the dot-com bubble bursting. Chanos expects the S&P 500 to plunge, Tesla’s growth to slow, and Twitter to distract Elon Musk. Jim Chanos has...
by John Mauldin | Nov 25, 2022 | alerts, Markets/Economy, Mauldin Economics
Last week, I introduced you to my friend of 20+ years, Keith Fitz-Gerald of Keith Fitz-Gerald Research. As I mentioned, I recently signed up for his Morning! 5 With Fitz free research email, and I’m enjoying it immensely. This week, around my trip to a...
by Alena Botros, Fortune.com | Nov 23, 2022 | alerts, Markets/Economy
Investors and economists have been sounding the recession alarm. But one major economist who has seen warning signs mounting for many months says this potential recession is unlike what we’re used to. That economist is Mohamed El-Erian, previously the chief executive...
by Lance Roberts | Nov 22, 2022 | alerts, Markets/Economy, Real Investment Advice
Following the weaker-than-expected October inflation report, stocks surged on hopes the Fed will “pivot” sooner than later. As we discussed recently, a “policy pivot” is not necessarily bullish but instead suggests more bearish market action will come first. To wit:...
by John Mauldin | Nov 18, 2022 | alerts, Markets/Economy, Mauldin Economics
Financial crises are really about trust. They tend to occur when people lose trust in assets, institutions, or people they had thought trustworthy. Whether the lost trust was a consequence of the crisis, or its cause is a different question. But they do seem to go...
