by John P. Hussman, Ph.D | Jan 31, 2021 | alerts, Hussman Funds, Markets/Economy
John P. Hussman, Ph.D. President, Hussman Investment Trust February 2021 The nutshell is this: the old line economy stocks just don’t work because they have earnings and eventually rising interest rates impact earnings. New economy stocks have no earnings, so...
by Lance Roberts | Jan 30, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Retail Investors Stage Riot Against Wall Street.” Retail Investors Stage Riot Market Takes A Hit Greed Breaks Things Portfolio Positioning #MacroView: 2021 – A Disappointment Of Growth And Disinflation Sector & Market Analysis...
by John Mauldin | Jan 29, 2021 | alerts, Markets/Economy, Mauldin Economics
I’m often asked if I foresee inflation or deflation. This week we had an “Ask Me Anything” session for Alpha Society members and it came up several times. Both are possible in their own ways, and frankly I feel a little funny telling people I think we will see both. I...
by Michael Markowski | Jan 29, 2021 | alerts, Crashes, Markets/Economy, Secular Bulls/Bears, Uncategorized
My additional research of empirical data from 1871 to 2021 has resulted in the 4 new significant discoveries which pertain to record highs, Perilous Peaks and Secular Bull market highs: The addition of the initial Perilous Peak, which occurred in 1881. The four...
by Paul Lengemann, BullsnBears Economist | Jan 27, 2021 | alerts, Markets/Economy
According to market crash expert Michael Markowski, Bloomberg TV’s 1/22/21 interview of legendary institutional investor Jeremy Grantham about the stock market currently being at an epic bubble is a must view for every active or passive investor. The 50+ years...
by Lance Roberts | Jan 26, 2021 | alerts, Markets/Economy, Real Investment Advice
Why we reduced risk last week. During the last few weeks, I have discussed the rising levels of exuberance in the markets. On Friday, I tweeted the following: Money flows very close to flipping negative. I might be a few days early but we are dropping #equity exposure...
