by John Mauldin | Jan 24, 2020 | alerts, Markets/Economy, Mauldin Economics
The human brain excels at taking shortcuts. Processing all the information our senses collect takes a lot of energy, so repetitive data gets lower priority. Things we see often fade into the background so we can notice new stuff. This is where we get phenomena like...
by Mike Shedlock | Jan 22, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
David Rosenberg explores Recession Arithmetic in today’s Breakfast With Dave. I add a few charts of my own to discuss. Rosenberg notes “Private fixed investment has declined two quarters in a row as of 2019 Q3. Since 1980, this has only happened twice...
by Lance Roberts | Jan 21, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
The good news is that with the market closed yesterday, the extreme extensions of the market did not get any more extreme. Also, it doesn’t change our analysis much from this past weekend’s missive either: “This week, the market pushed those...
by John Mauldin | Jan 17, 2020 | alerts, Markets/Economy, Mauldin Economics
We haven’t had a lot of good news lately. Or, more precisely, we haven’t seen a lot of good news lately, though it does exist. We don’t see it because both regular media and social media usually focus on the bad. That’s not entirely wrong. The survival imperative...
by Michael Markowski | Jan 11, 2020 | alerts, Crash of 2020, Crashes, Markets/Economy, Uncategorized
Through the first 10 days of 2020, the Bull & Bear Tracker: Produced a gain of 3.5% vs. the S&P 500’s 1.1% 100% cash for 3 of the 7 trading days 50% invested for the 4 of 7 days in market The 2020 year to date return and low risk exposure for the Bull &...
by John Mauldin | Jan 10, 2020 | alerts, Markets/Economy, Mauldin Economics
If living dangerously is your goal, just keep adding reasonable, manageable, prudent risks. Eventually they’ll add up to serious danger. Hyman Minsky showed how stability leads to instability. Humans have a way of reinterpreting stable periods that seemingly redefines...
