The Manley Market Memo

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The Manley Macro Memo
Are six interest rate cuts and 13% earnngs growth realistic?
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J. Lawrence Manley, CFA
The Manley Macro Memo
We are in a high risk period and stocks offer a poor risk-reward -- especially relative to a 5.5% risk-free rate.
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J. Lawrence Manley, CFA
The Manley Macro Memo
Investors are ebullient that the Fed has orchestrated a soft landing, yet corporate profits have declined for three consecutive quarters, and the…
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J. Lawrence Manley, CFA
The Manley Macro Memo
Should Investors Sell in May and Go Away? We believe the economy is on the verge of recession, and the next leg of the Bear Market is imminent.
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J. Lawrence Manley, CFA
The Manley Macro Memo
Stocks have a poor risk-reward and offer a historically low equity risk premium. A 4.9% risk-free rate is great.
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J. Lawrence Manley, CFA
The Manley Macro Memo
Wall Street believes the Fed will engineer a "soft landing." Is it probable?
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J. Lawrence Manley, CFA
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The Manley Macro Memo
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…
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J. Lawrence Manley, CFA
The Manley Macro Memo
The Fed's mistakes created the worst year for balanced investors since the Great Depression. Is the worst over?
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J. Lawrence Manley, CFA
The Manley Market Memo
The Manley Market Memo
We analyze the economy and financial markets through the lens of an experienced contrarian value investor. We believe that capital preservation is paramount, and valuation is the best measure of an asset’s long-term expected return.
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