Stocks have a poor risk-reward and offer a historically low equity risk premium. A 4.9% risk-free rate is great.
Wall Street believes the Fed will engineer a "soft landing." Is it probable?
The S&P 500 rallied 17% higher over the past 8-weeks due to favorable seasonality and positive fund flows. We expect the bear market to resume when the…
The Fed's mistakes created the worst year for balanced investors since the Great Depression. Is the worst over?
Don't Fight the FED!
The Bear Market Rally is Over. Stocks are Poised for the Next Leg of the Bear Market
Is the Summer Rally Ending?
The First Leg of the Bear Market is Over. What Happens Next?
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David Hay
CalculatedRisk Newsletter
CalculatedRisk Newsletter
CalculatedRisk by Bill McBride
Cestrian Tech Select
Cestrian Tech Select
Cestrian Capital Research, Inc

The Manley Market Memo