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The Manley Macro Memo
Are six interest rate cuts and 13% earnngs growth realistic?
Jan 31
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J. Lawrence Manley, CFA
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October 2023
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.
Oct 17, 2023
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J. Lawrence Manley, CFA
1
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July 2023
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…
Jul 17, 2023
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J. Lawrence Manley, CFA
3
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April 2023
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.
Apr 25, 2023
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J. Lawrence Manley, CFA
2
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March 2023
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.
Mar 10, 2023
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J. Lawrence Manley, CFA
3
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January 2023
The Manley Macro Memo
Wall Street believes the Fed will engineer a "soft landing." Is it probable?
Jan 27, 2023
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J. Lawrence Manley, CFA
4
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December 2022
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…
Dec 23, 2022
•
J. Lawrence Manley, CFA
2
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October 2022
The Manley Macro Memo
The Fed's mistakes created the worst year for balanced investors since the Great Depression. Is the worst over?
Oct 31, 2022
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J. Lawrence Manley, CFA
2
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September 2022
The Manley Macro Memo
Don't Fight the FED!
Sep 26, 2022
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J. Lawrence Manley, CFA
2
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August 2022
The Manley Macro Memo
The Bear Market Rally is Over. Stocks are Poised for the Next Leg of the Bear Market
Aug 28, 2022
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J. Lawrence Manley, CFA
3
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July 2022
The Manley Macro Memo
Is the Summer Rally Ending?
Jul 25, 2022
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J. Lawrence Manley, CFA
2
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June 2022
The Manley Macro Memo
The First Leg of the Bear Market is Over. What Happens Next?
Jun 24, 2022
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J. Lawrence Manley, CFA
3
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