The First Leg of the Bear Market is Over. What Happens Next?
3
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…
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.
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…
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…
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…
3
Inflation is Surging, yet Interest Rates are Falling. What is More Important the Fundamentals, or the Liquidity Flows?
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…
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…
2