by John Mauldin | Mar 11, 2022 | alerts, Markets/Economy, Mauldin Economics
Back in the good old days, recessions were simply the unpleasant part of the business cycle. Consumer choices, exuberant businesses, and monetary policy would periodically generate growth contractions. We debated the timing, but recessions didn’t come out of the blue....
by Michael Markowski | Mar 10, 2022 | alerts, Markets/Economy
The findings from my research of the S&P 500’s PE multiples and consumer price index (CPI) volatility from 1920 to 2022 indicate that the probability is high for the secular bull market which began in 2009 to have ended at the index’s 1/4/2022 all-time high of...
by Lance Roberts | Mar 8, 2022 | alerts, Markets/Economy, Real Investment Advice
An earnings reversion is coming. In “earnings estimates will disappoint,” we showed the extreme bullishness of estimates entering 2022. “Despite economic growth weakening as inflation increases, liquidity reducing, and profit margins under pressure, analysts continue...
by Lance Roberts | Mar 5, 2022 | alerts, Markets/Economy, Real Investment Advice
Market Review – Stocks Struggle As Russia Advances Friday morning, stocks sank back to previous support on news Russia had taken Ukraine’s nuclear power facility. It is not surprising with the ongoing Russia conflict; no one wants to hold equities over the weekend if...
by John Mauldin | Mar 4, 2022 | alerts, Markets/Economy, Mauldin Economics
“How did you go bankrupt? Two ways. Gradually, then suddenly.” – Ernest Hemingway, The Sun Also Rises Change usually comes slowly. But every now and then, events like Pearl Harbor, September 11th, and COVID-19 come out of nowhere and change everything. We can...
by Ryan Markowski | Mar 4, 2022 | alerts, Markets/Economy
The Bull & Bear Tracker (BBT) algorithm produced gains for January and February of 2022 versus the S&P 500’s losses. For the first two months of 2022, the BBT gained 6.79% versus the S&P 500’s decline of 8.39%. The table and chart below depict the Bull...
