Are private sector balance sheets, income & profits, liquidity, and pessimism simply too strong to have a recession? By Jim Paulsen Recession risk is weighed in several ways. Are the resources available to the economy – land, labor, and capital — becoming scarce? Are pent-up demands nearing saturation? How many years old is the recovery? Are its primary players –…
In light of declining volatility – the VIX index and its term structure started to normalize Wednesday – where...
Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...
While it may seem like a “broken record” statement it is also the reality and that reality offers that...
US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
For the S&P 500 (SPX) it proved to be the week that investors went to sleep, as the benchmark...
Those who are unwilling to accept double-digit drawdowns are less likely to receive double-digit returns! Take your drawdown like...
Sentiment: Plenty of believers = tactical risk in early 2024 Sentiment indicators such as Farrell Sentiment, asset manager S&P...
We are off to a spectacular year in the markets with the S&P 500 (SPX) up roughly 3.5% since...
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