by Michael Markowski | Jun 6, 2020 | alerts, Markets/Economy, Uncategorized
The reopening of the world economies last week and the headlines about every economist on the planet being wrong about Friday’s US jobs report resulted in a stock market buying stampede. Based on the total job gains representing only 21% of the US jobs lost since...
by Lance Roberts | Jun 6, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “The Bull Is Back! Markets Charge As Economy Lags” A Note About That Jobs Number Investors Are Too Optimistic Technical Review Portfolio Positioning MacroView: Rationalizing High Valuations Won’t Improve Outcomes Sector & Market Analysis 401k Plan...
by Paul Lengemann, BullsnBears Economist | Jun 5, 2020 | alerts, Markets/Economy
The US stock indices rallied today due to the US economy gaining 2.5 million jobs in May. Economists had been expecting a 2.5 million jobs decline. The unemployment rate came in at 13% vs. the projected 19%. However, the US Bureau of Labor Statistics (BLS) said...
by John Mauldin | Jun 5, 2020 | alerts, Markets/Economy, Mauldin Economics
Should you wear a mask in public? This seemingly simple question immediately generates emotional, political, and social anxiety. It is just one of many provocative questions COVID-19 is forcing upon us. They should be simple, data-driven policy issues but many are...
by Michael Markowski | Jun 3, 2020 | alerts, Crash of 2020, Markets/Economy, Secular Bulls/Bears, Uncategorized
The Bear Trader, a trend trading algorithm that was spun off from the Bull & Bear Tracker to primarily trade inverse or short market index ETFs, enabled aggressive and conservative traders to make gains of 3.3% and 1.1% respectively for the month of May 2020. ...
by Michael Markowski | Jun 2, 2020 | alerts, Crash of 2020, Crashes, Markets/Economy, Secular Bulls/Bears, Uncategorized
My recent article pointed out that after adjusting for inflation, it took 30 years (or until 1959) for the stock market to recover to its 1929 high. The revelation prompted me to conduct additional empirical research on GDP and its components from 1929 to 1942. My...