The Manley Market Memo

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The First Leg of the Bear Market is Over. What Happens Next?
J. Lawrence Manley, CFA
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Is the Financial Bear Market in Stocks and Bonds Almost Over?
J. Lawrence Manley, CFA
Stocks are overvalued and vulnerable to significant decline as monetary conditions tighten and the bear market accelerates.
J. Lawrence Manley, CFA
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
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
2
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
2
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
2
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
2
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