The Manley Market Memo
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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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Despite a surge in new Covid cases, inflation concerns, supply chain constraints, and labor shortages, the S&P 500 has advanced higher for seven…
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Inflation is Surging, yet Interest Rates are Falling. What is More Important the Fundamentals, or the Liquidity Flows?
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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…
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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…
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Since the March 2020 Pandemic-low, the S&P 500 has been on a historic run. Unfortunately, most of this rally was due to a record increase in market…
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Rising Inflation Expectations and Higher Interest Rates are Causing the Bifricated Stock Market to Mean Revert
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The Fed's Response to the Global Pandemic Led to Asset Bubbles, and a Bifricated Market and Economy. We Believe the Market is Poised to Mean Revert
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Reduce Tax Risk and Uncertainty in Your Retirement Years
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The Election is Over and Vaccines are on the Horizon -- Is it Time to Buy Stocks?
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Congress Fails as the Virus Accelerates, yet the S&P 500 Sells at a Record Valuation?
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