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When The Data Can't Be Trusted, How The Heck Can We Know How The Economy Is Doing? | Wolf Richter
The war of conflicting narratives continues. Bulls point to Q2's robust GDP growth, still relatively low unemployment, an upside surprise in July ret…
1 year, 6 months ago
Stocks Likely To Be On A "Choppy Road To Nowhere" Until Election | Lance Roberts & Adam Taggart
Now that Jerome Powell has gone "full pivot", will stocks shoot higher?
Not necessarily, says portfolio manager Michael Lebowitz, who steps in this …
1 year, 6 months ago
Credit, Not Stocks, May Be The Better Investment From Here | Steven Bavaria
The Buffett Indicator currently stands at almost 200%, one of the most extreme readings of overvalution in its history. With stocks so richly valued,…
1 year, 7 months ago
"Way Too Much Is Priced Into This Market" | Mike Shedlock
We're currently receiving a lot of mixed signals about the direction of the economy? Inflation has dropped to 2.9%. And retail sales for July just be…
1 year, 7 months ago
Stephanie Pomboy & Grant Williams: Investors Need To Realize Change Is Upon Us
Here's a fun question: What better than interviewing your favorite macro expert? Interviewing BOTH your favorite macro experts at the same time! I'm …
1 year, 7 months ago
"The Bulls Are Back" & Stock Prices Look Set To Move Higher | Lance Roberts & Adam Taggart
Stocks have recovered aggressively since the sell-off two weeks ago. Does that signal the market correction that started in mid-July is over? Likely …
1 year, 7 months ago
US Stocks Too Richly Valued For Their Risk | John Pease, GMO
Jeremy Grantham is one of the most respected investors alive today. His firm - Grantham, Mayo, Van Otterloo & Co. -- better known as GMO, manages $bi…
1 year, 7 months ago
Housing Market Is "Going To Be Tough Going Forward" | Ivy Zelman
The real estate market is a tangled mess right now. High vacancies along with higher interest rates and tighter lending standards are wreaking carnag…
1 year, 7 months ago
Markets Turning From 'Goldilocks' Into Deflation | Darius Dale
When I interviewed today's guest last year1 he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks…
1 year, 7 months ago
It's Unlikely We've Hit A Tradable Bottom Yet | Lance Roberts & Adam Taggart
What a week! The unwind of the yen carry trade sent global markets into free-fall on Monday. Equities tanked, as did Bitcoin, oil and gold. US Treasu…
1 year, 7 months ago