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
Despite a surge in new Covid cases, inflation concerns, supply chain constraints, and labor shortages, the S&P 500 has advanced higher for seven…
J. Lawrence Manley, CFA
3
Inflation is Surging, yet Interest Rates are Falling. What is More Important the Fundamentals, or the Liquidity Flows?
J. Lawrence Manley, CFA
2
Although the S&P 500 reached an all-time high, the major indexes were mixed in May because inflationary concerns tempered investor’s optimism over the…
J. Lawrence Manley, CFA
2
The S&P 500 reached a record high in April due to strong economic data and the Fed's commitment to not remove any of their emergency monetary measures…
J. Lawrence Manley, CFA
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