by John Mauldin | Aug 21, 2020 | alerts, Markets/Economy, Mauldin Economics
I write this introduction from an all-too-short vacation in Montana (more below). This week I have asked my longtime associate Patrick Watson to step in and write Thoughts from the Frontline, offering his perspective as a small business owner. As you read this,...
by Lance Roberts | Aug 18, 2020 | alerts, Markets/Economy, Real Investment Advice
With the second quarter of the 2020 reporting season mostly behind us, and with markets testing “all-time” highs, do earnings support the bullish thesis? Such is the fundamental question surrounding the debate over the record deviation between...
by Michael Markowski | Aug 15, 2020 | alerts, Markets/Economy
The University of Michigan’s August consumer confidence readings do not bode well for Trump or the stock market. Confidence in the government’s economic policy fell to the lowest level since early 2017. The index had climbed to its highest level since 2002....
by Lance Roberts | Aug 15, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of, “Close But No Cigar, Bulls Fail To Capture Market Highs” Close But No Cigar The Coming Income Cliff Hedging Risk MacroView: Why Soros Just Called The Market A Bubble Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter,...
by Paul Lengemann, BullsnBears Economist | Aug 14, 2020 | alerts, Markets/Economy
There appear to be faint signs of improvement in the US economy and they could not come at a better time for President Trump whose reelection chances are dimming with every passing day. There is an improvement in employment, in job openings which increased in June and...
by John Mauldin | Aug 14, 2020 | alerts, Markets/Economy, Mauldin Economics
“It’s a recession when your neighbor loses his job; it’s a depression when you lose yours.” —Harry S. Truman, 33rd US President In recent weeks, numerous commentators started to suggest the US and the world are entering a depression. For some...