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The Manley Market Memo
A contrarian value investment letter
By J. Lawrence Manley · Launched 2 years ago
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The Manley Macro Memo
The First Leg of the Bear Market is Over. What Happens Next?
J. Lawrence Manley, CFA
3
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The Manley Macro Memo
Is the Financial Bear Market in Stocks and Bonds Almost Over?
J. Lawrence Manley, CFA
May 19
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The Manley Macro Memo
Stocks are overvalued and vulnerable to significant decline as monetary conditions tighten and the bear market accelerates.
J. Lawrence Manley, CFA
Apr 23
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Stocks fell to a nine-month low as Russia invaded Ukraine, and inflation surged to the highest level since January 1982. Stocks are in a bear market and…
J. Lawrence Manley, CFA
Mar 24
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We believe that the risk of a significant market decline is high because of the Fed's monetary mistake, market structure issues, a potential energy…
J. Lawrence Manley, CFA
Feb 22
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The Manley Macro Memo
Currently, the market is in a sharp correction because investors are fearful the Fed is behind the curve and will move aggressively to fight inflation.
J. Lawrence Manley, CFA
Jan 25
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The Manley Macro Memo
Executive Summary · Uncertainty about the Omicron variant and the Fed’s hawkish pivot led to a sharp market decline that began in late November. The…
J. Lawrence Manley, CFA
Dec 23, 2021
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The Manley Macro Memo
In the current inflationary environment, we expect interest rates will rise, and we see a significant opportunity to invest in the value sectors of the…
J. Lawrence Manley, CFA
Oct 29, 2021
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