by John Mauldin | Feb 14, 2020 | alerts, Mauldin Economics
The welfare of a nation can scarcely be inferred from a measure of [GDP].” —Simon Kuznets (who developed GDP), 1934
by Michael Lebowitz and Jack Scott | Feb 12, 2020 | alerts, Real Investment Advice, Uncategorized
“I guess I should warn you, if I turn out to be particularly clear, you’ve probably misunderstood what I’ve said.” – Alan Greenspan Imagine if Federal Reserve (Fed) Chairman Jerome Powell told the American people they must pay more for the goods and...
by Lance Roberts | Feb 11, 2020 | alerts, Real Investment Advice, Uncategorized
As discussed in the past weekend’s newsletter, we have been laying out the basis for a market correction. What has been most stunning is the rapid reversion in sentiment from “bearishness” this summer, to outright excess “bullishness” in...
by Lance Roberts | Feb 11, 2020 | alerts, Real Investment Advice, Uncategorized
As discussed in this past weekend’s newsletter, the market remains overly extended as the recent correction sharply reversed on expectations for more Fed liquidity. However, with the market extremely deviated from the long-term moving average, a correction is...
by Lance Roberts | Feb 10, 2020 | alerts, Real Investment Advice, Uncategorized
Shawn Langlois recently penned an interesting article: “Despite a few notable hiccups along the way, the bull market continues to prove insanely resilient.” What was most interesting, however, was the following quote: “Current hypervalued extremes are...
by Lance Roberts | Feb 8, 2020 | alerts, Real Investment Advice, Uncategorized
Market Vaccine For Virus Is More Fed Trust The Process MacroView: The Next Minsky Moment Is Inevitable Financial Planning Corner: 5-Things You Need To Know About HSA’s Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In,...
