When The Data Can't Be Trusted, How The Heck Can We Know How The Economy Is Doing? | Wolf Richter
The war of conflicting narratives continues. Bulls point to Q2's robust GDP growth, still relatively low unemployment, an upside surprise in July retail sales, and record high prices for both stocks ...
25 Aug 20241h 26min
Stocks Likely To Be On A "Choppy Road To Nowhere" Until Election | Lance Roberts & Adam Taggart
Now that Jerome Powell has gone "full pivot", will stocks shoot higher? Not necessarily, says portfolio manager Michael Lebowitz, who steps in this week while Lance Roberts moves into his new house. ...
24 Aug 20241h 35min
Credit, Not Stocks, May Be The Better Investment From Here | Steven Bavaria
The Buffett Indicator currently stands at almost 200%, one of the most extreme readings of overvalution in its history. With stocks so richly valued, prudent investors worry that stretching for furth...
22 Aug 20241h 40min
"Way Too Much Is Priced Into This Market" | Mike Shedlock
We're currently receiving a lot of mixed signals about the direction of the economy? Inflation has dropped to 2.9%. And retail sales for July just beat expectations. That's good, right? But unemplo...
20 Aug 20241h 10min
Stephanie Pomboy & Grant Williams: Investors Need To Realize Change Is Upon Us
Here's a fun question: What better than interviewing your favorite macro expert? Interviewing BOTH your favorite macro experts at the same time! I'm happy & honored that today we get to sit down wi...
18 Aug 20241h 24min
"The Bulls Are Back" & Stock Prices Look Set To Move Higher | Lance Roberts & Adam Taggart
Stocks have recovered aggressively since the sell-off two weeks ago. Does that signal the market correction that started in mid-July is over? Likely so, thinks portfolio manager Lance Roberts. We d...
17 Aug 20241h 45min
US Stocks Too Richly Valued For Their Risk | John Pease, GMO
Jeremy Grantham is one of the most respected investors alive today. His firm - Grantham, Mayo, Van Otterloo & Co. -- better known as GMO, manages $billions in assets under management and produces som...
15 Aug 20241h 44min
Housing Market Is "Going To Be Tough Going Forward" | Ivy Zelman
The real estate market is a tangled mess right now. High vacancies along with higher interest rates and tighter lending standards are wreaking carnage across much of the commercial sector these days....
13 Aug 20241h 10min
