by Lance Roberts | Oct 24, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Stimulus. No Stimulus. Market Bounces With Headlines.” Market Bounces With Headlines Back To Excess Optimism Bull Now, Bear Later Portfolio Positioning Update MacroView: Recessions Are A Good Thing, Let Them Happen Sector & Market...
by John Mauldin | Oct 23, 2020 | alerts, Markets/Economy, Mauldin Economics
Appearing on 60 Minutes, Fed Chair Ben Bernanke said the recession’s end was in sight because the Fed’s asset purchases were generating “green shoots.” They turned out to be slow-growing shoots. The US unemployment rate kept getting worse for seven more months...
by Lance Roberts | Oct 20, 2020 | alerts, Markets/Economy, Real Investment Advice
In yesterday’s post on “Moral Hazard,” we discussed how Fed actions shifted the “risk appetite” of investors through “perceived” insurance against losses. As we head into a potentially contentious election, market...
by John P. Hussman, Ph.D | Oct 17, 2020 | alerts, Hussman Funds, Markets/Economy
John P. Hussman, Ph.D. President, Hussman Investment Trust October 2020 That the rate of interest will be lower when commerce languishes and when there is little demand for money, than when the energies of commerce are in full play and there is an active demand...
by Lance Roberts | Oct 17, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Market Stumbles As Stimulus Hopes Fade.” Hopes For More Stimulus Election Night Risk Economic Disappointment Portfolio Positioning Update MacroView: Recessions Are A Good Thing, Let Them Happen Sector & Market Analysis 401k Plan...
by John Mauldin | Oct 16, 2020 | alerts, Markets/Economy, Mauldin Economics
We’re caught in a trapI can’t walk outBecause I love you too much baby Elvis Presley’s rendition of Suspicious Minds topped the record charts in 1969. The lyrics portray a romance that couldn’t work, but was also impossible to escape. That’s also a good...
