The Manley Market Memo

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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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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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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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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…
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Stocks are overvalued and vulnerable to significant decline as monetary conditions tighten and the bear market accelerates.
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Did the Fed Induced Market Bubble Just Burst?
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The Election is Over and Vaccines are on the Horizon -- Is it Time to Buy Stocks?
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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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Rising Inflation Expectations and Higher Interest Rates are Causing the Bifricated Stock Market to Mean Revert
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Is the Financial Bear Market in Stocks and Bonds Almost Over?
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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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© 2022 J. Lawrence Manley, CFA
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