by Richard Henderson, Bloomberg.com | Oct 13, 2022 | Uncategorized
Mega-funds double alternative holdings since financial crisis Infrastructure, global macro outperform as stocks, bonds drop A shift toward private markets is cushioning many of the world’s largest investors from the wreckage wrought by runaway inflation and spiraling...
by Paul Lengemann, BullsnBears Economist | Aug 1, 2022 | Uncategorized
Michael Markowski, the developer of algorithms that have forecasted the S&P 500’s significant crashes for over a decade, has updated his forecast for the S&P 500’s bottom for the month of July 2022 to 880.75. The new bottom is Markowski’s lowest monthly...
by Lance Roberts | Jun 21, 2022 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
An oil price and energy stock price reversion may be starting. The reason is that oil price reversions are the inevitable outcome of economic recessions. Of course, such is due to the previous price spikes that create demand destruction in the economy. The chart shows...
by Lance Roberts | Dec 14, 2021 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
“Wipe Out” is an appropriate description of what is happening beneath the calm surface of the bull market. As we head into the end of the year, many are hoping for “Santa to visit Broad and Wall.” However, those hopes are not just about adding to this year’s already...
by Lance Roberts | Oct 12, 2021 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
Is the risk of a more significant correction over now that the expected 5% decline is complete? That was a hotly debated question after this past weekend’s newsletter supporting the idea of a reflexive rally into year-end. As I stated: “After a harrowing 5% decline,...
