by John Mauldin | May 21, 2021 | alerts, Markets/Economy, Mauldin Economics
The annual whirlwind is over. SIC was once again a mental overload. This year our virtual schedule spread it over almost two weeks, which was actually nice. The in-between days let the ideas settle a bit before the firehose opened again. Fifty powerful, thoughtful...
by Lance Roberts | May 18, 2021 | alerts, Markets/Economy, Real Investment Advice
“The strong economic recovery will not get interrupted by inflation or a credit crunch, and the market will soon reach 4,500.” – Ed Yardeni via Advisor Perspectives After discussing BofA’s view of why the market could drop to 3800, I thought it fair to discuss a more...
by Lance Roberts | May 15, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 05-14-21 issue of “Despite Surging Inflation, The Bulls Shake Off Weakness.“ Market Review And Update Rates Doing The Fed’s Work The Fed Will Be Late Portfolio Positioning #MacroView: NFIB Data Says It’s Only A Recovery Sector & Market Analysis 401k Plan...
by John Mauldin | May 14, 2021 | alerts, Markets/Economy, Mauldin Economics
The SIC was in full swing this week. I am finishing this on Friday morning, a few hours before the start of the last official day and then a “Plus Day” on Tuesday. My mind is swimming with new connections and revelations. While the live events are mostly over now,...
by Michael Markowski | May 12, 2021 | alerts, Crashes, Markets/Economy
The article “S&P 500 is in a ‘VixVortex’; Expect Double-Digit Decline,” published on 5/8/21, explains what I consider to be my most important ever breakthrough. Harnessing the Vix has been the most intellectually demanding and exciting endeavor I’ve...
by Lance Roberts | May 11, 2021 | alerts, Markets/Economy, Real Investment Advice
“If everyone sees it, is it still a bubble?” That was a great question I got over the weekend. As a “contrarian” investor, it is usually when “everyone” is talking about an event; it doesn’t happen. As Mark Hulbert noted recently, “everyone” is worrying about a...
