by Lance Roberts | Aug 12, 2022 | alerts, Markets/Economy, Real Investment Advice
Long-term returns are unsustainable. I realize that is a bold statement that flies in the face of mainstream analysis. How often have you seen the following chart presented by an advisor suggesting if you had invested 120 years ago, you would have obtained a 10%...
by John Mauldin | Aug 12, 2022 | alerts, Markets/Economy, Mauldin Economics
The latest data shows inflation is still with us at an 8.5% annual rate. That means we can expect the Fed to keep tightening, trying to reduce demand and relieve pressure on consumer prices. At the same time, we’ve seen declining GDP growth the last two quarters. Some...
by Lance Roberts | Aug 9, 2022 | alerts, Markets/Economy, Real Investment Advice
Pulling forward growth over the last decade remains the Federal Reserve’s primary tool for keeping financial markets stable while economic growth rates and inflation remained weak. From repeated rounds of monetary and fiscal interventions, asset markets surged,...
by Lance Roberts | Aug 6, 2022 | alerts, Markets/Economy, Real Investment Advice
Following the recent Fed rate hikes and some “better than expected” economic data, the market surged this week. The rally is not surprising given the extremely negative sentiment and positioning in the markets in June. As we noted then, such extreme negative...
by John Mauldin | Aug 5, 2022 | alerts, Markets/Economy, Mauldin Economics
It’s a recession! No, not yet! I see these arguments everywhere and I’m already tired of them. For those who believe it is not yet a recession, I will make a deal with you. The third quarter is likely to be negative. When we have three quarters of a recession in a...
by Lance Roberts | Aug 2, 2022 | alerts, Markets/Economy, Real Investment Advice
Every investor must learn the one investing lesson in surviving the long game: how math works. I recently received an email from a reader suggesting that the 2022 decline in the market is “no big deal” because of the stellar returns over the last decade. He quoted a...
