by Lance Roberts | May 24, 2022 | alerts, Markets/Economy, Real Investment Advice
Is a “lost decade” ahead for markets? We and many others have discussed a topic regarding financial market valuations and forward returns. Now, halfway into 2022, all of a sudden, the “crazy talk” of valuations seems a lot less crazy as bear markets growl. However, it...
by Lance Roberts | May 21, 2022 | alerts, Markets/Economy, Real Investment Advice
Market Review & Update The market rally we hoped for ended abruptly as retail reports showed a recession is coming. However, since the stock market leads the economy, a recession could already be here. A review of the current market and 2008 is helpful. I am not...
by John Mauldin | May 20, 2022 | alerts, Markets/Economy, Mauldin Economics
Atherosclerosis, or hardening of the arteries, occurs when substances like cholesterol accumulate and impede your blood flow. This keeps your body from delivering nutrients where needed. Left untreated, it usually doesn’t end well. Something similar is happening to...
by Lance Roberts | May 17, 2022 | alerts, Markets/Economy, Real Investment Advice
The disinflationary impact of Fed policy on equities is coming. There is currently much debate in the mainstream media suggesting investors should ignore Fed rate hikes. To wit: History suggests U.S. stocks are poised to experience more volatility following the rise...
by Lance Roberts | May 14, 2022 | alerts, Markets/Economy, Real Investment Advice
Market Review & Update On Wednesday, Emily McCormick from Yahoo wrote a great piece encapsulating current market conditions: “As volatility grips markets, investors are naturally wondering when the selling will abate and the bottom will be put in. According to a...
by John Mauldin | May 13, 2022 | alerts, Markets/Economy, Mauldin Economics
The Strategic Investment Conference wrapped up this week with another wave of strong, fascinating speakers and panels. I gave you some highlights in last week’s Soft Now, Hard Later letter. Today I have more to share and, as you’ll see, the plot thickened...
