by Michael Markowski | Feb 21, 2021 | alerts, Markets/Economy, Secular Bulls/Bears
The probability is high for the S&P 500 in February 2022 to be below its February 2021 high. This quant-based conclusion is from my research findings on four clusters of BSAs (Bullish Sentiment Anomalies). Three of the BSA clusters were formed from 1999 to...
by Lance Roberts | Feb 20, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 02-19-21 issue of “The Markets, May Be Starting To Worry About Rates.” Market Review And Update Are Rates About To Cause A Problem Risk Appetite Is Extreme Portfolio Positioning #MacroView: Why Stimulus Doesn’t Lead To Organic Growth...
by John Mauldin | Feb 19, 2021 | alerts, Markets/Economy, Mauldin Economics
Readers often ask how these letters appear so regularly. The answer is we have a process. Normally, I talk to my associate Patrick Watson on Monday about the next weekend’s letter. We both go into research mode, verbally outlining a letter, and by Thursday I have an...
by Lance Roberts | Feb 16, 2021 | alerts, Markets/Economy, Real Investment Advice
One of my favorite investing legends is Oaktree Management’s Howard Marks. His investing wisdom and in-depth knowledge of investor psychology and market dynamics are unparalleled. Given the “speculative mania” we continue to watch in the market, I thought a review of...
by Paul Lengemann, BullsnBears Economist | Feb 15, 2021 | alerts, Markets/Economy, Secular Bulls/Bears
At February 11, 2021, the “Buffet Indicator”, created by legendary investor Warren Buffet, indicated that the US stock market was “Strongly Overvalued”. The indicator corroborates Michael Markowski’s recent stock market at “Perilous Peak” research finding. The...
by Lance Roberts | Feb 13, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Speculative Mania Continues As It ‘Goes Up In Smoke.’” Market Review And Update Speculative Mania Continues Two Important Threats Portfolio Positioning #MacroView: Why Stimulus Doesn’t Lead To Organic Growth Sector & Market Analysis 401k...
