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