by John Mauldin | Nov 25, 2020 | alerts, Markets/Economy, Mauldin Economics
A Happy Thanksgiving weekend to all my US friends. This year was different for many of us—sometimes by choice, sometimes not. But there’s one bit of good news I think we can all share: The holiday season means 2020 is almost over. Soon, we’ll be able to turn the page....
by Lance Roberts | Nov 24, 2020 | alerts, Markets/Economy, Real Investment Advice
We have recently written a couple of posts about the “exuberance” that has invaded the market since the election. Such is often seen near short- to intermediate-term peaks in markets as investors go “all-in” without a net. It was on December...
by Michael Markowski | Nov 23, 2020 | alerts, Markets/Economy, Secular Bulls/Bears
The recent discovery of two stock market sentiment anomalies has created a rare upside investment opportunity for gains of above 36% in December and 86% by February 2020. The two anomalies: Thanksgiving Melt Up Anomaly. The average gain for 12 of past 14 November 20...
by Lance Roberts | Nov 21, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Risk Exceeds Reward – Why We Took Profits.” Market Struggles With All-Time Highs Sentiment Is Getting Overly Bullish Valuations Vs. Momentum Portfolio Positioning Update MacroView: The Fed Will Monetize All Debt Issuance Sector...
by John Mauldin | Nov 20, 2020 | alerts, Markets/Economy, Mauldin Economics
In baseball, there is a situation where a base runner is sprinting to home plate and can’t see what is happening behind him. Totally focused on scoring, he doesn’t know if the outfielder is throwing a ball that will reach home plate first. That’s where we get the...
by Paul Lengemann, BullsnBears Economist | Nov 19, 2020 | alerts, Markets/Economy
The US employment picture remains murky. Today the labor department reported a significant increase in initial unemployment claims for the week ending November 14. Initial jobless claims in regular state programs totaled 742,000, up 31,000 from the prior week. The...
