by Lance Roberts | Feb 7, 2020 | alerts, Real Investment Advice, Uncategorized
In 2007, I was at a conference where Paul McCulley, who was with PIMCO at the time, was discussing the idea of a “Minsky Moment.” At that time, this idea fell on “deaf ears” as the markets, and economy, were in full swing. However, it...
by John Mauldin | Feb 7, 2020 | alerts, Mauldin Economics
Economists and investors are rightly obsessed with growth. We always want more of it. We worry it won’t come or, worse, might turn into contraction. Economists of all stripes, from Paul Krugman to Lacy Hunt, recognize economic growth cures all manner of...
by Lance Roberts | Feb 4, 2020 | alerts, Real Investment Advice, Uncategorized
In this past weekend’s newsletter, we stated the market was likely to bounce due to the short-term oversold condition which existed following Friday’s rout. To wit: “With a ‘sell signal’ clearly triggered (lower panel), it suggests, on a...
by Michael Markowski | Feb 2, 2020 | alerts, Crash of 2020, Crashes, Markets/Economy, Uncategorized
For January 2020 the Bull & Bear Tracker’s signals produced a 5% gain vs. a 0.2% decline for the S&P 500. However, the big story is that the tracker was sitting in 100% cash for 11 days and in 50% cash for 10 of January’s 21 trading days. The table below...
by Lance Roberts | Feb 1, 2020 | alerts, Real Investment Advice
Market Correction Goes Viral Portfolio Position Review MacroView: Fed’s View Of Valuations May Be Misguided Financial Planning Corner: What You May Have In Common With Kobe Bryant Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook,...
by John Mauldin | Jan 31, 2020 | alerts, Mauldin Economics
Regular readers know I often criticize so-called “experts,” usually economists or central bankers whose flawed decisions are punishing the rest of us. I find their expertise is not nearly as reliable as they seem to think. At the same time, I rely on experts whose...
