by Shaun Richards This morning has brought another interest-rate rise as the season continues. On a strategic level that poses more than a few questions. One clear one is that those raising interest-rates are invariably contradicting their own forward guidance …
https://twitter.com/MacroTechnicals/status/1471214043088183302 https://twitter.com/NorthmanTrader/status/1471212556077486086 Policy mistake or Market mistake? He made a policy mistake today for 99% of the country, just not a Market Mistake for the 1%! — Trig (Fed up! Period!) (@trigtrader) December 15, 2021
By Lance Roberts “CNBC is launching a new index focusing on younger people, younger workers, and younger investors. It is called the CNBC Next Generation 50 index. The index will track 50 equal-weighted stocks integral to lives and careers of millennials …
$SPX P/E ratio at a level last seen during the late irrational exuberance period. The rest is history. @markets pic.twitter.com/5DDBdrAKAz — Michael A. Arouet (@MichaelAArouet) May 1, 2021 Vigilance required. A plethora of E/wedges. No room for complacency . No …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter In the 14 months from the presidential election through January 2018, the Dow soared 49%. Housing prices soared too. The real economy followed. Consumers went on a spending spree. But now, this phenomenon — the surge …
by Lance Roberts On December 5th, 1996, during a televised speech then Fed Chairman Alan Greenspan stated: “Clearly, sustained low inflation implies less uncertainty about the future, and lower risk premiums imply higher prices of stocks and other earning assets. We …
The longest bull market in history we are experiencing right now may be unprecedented, but to Robert Shiller, the moment of “irrational exuberance” is coming back. The renowned Yale economist used the title of his 2000 bestselling book to describe …
by Lance Roberts Review & Update Last week, we discussed the record-setting year of the market. Not only did the markets tie the most number of up years for any bull market in history, it also hit records for the longest …
probably normal pic.twitter.com/uQeOn0n1UG — zerohedge (@zerohedge) October 2, 2017 As here: US Non-financials have repeated their 1995-2000 ‘Irrational Exuberance’ run to the last Tech Bubble top. #SPX #Nasdaq pic.twitter.com/G42XOxTkp0 — Wild Goose (@TrueSinews) October 3, 2017 Hedge Funds Are …
by David Haggith If I can show you that economists, central bankers and stock analysts are blind in the area of their expertise to the most obvious setup for disaster ever, then you’ll realize we are perfectly poised for potentially the greatest …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Pre-collapse year 2007 keeps popping up with eerie frequency. “Announced” global volume of Mergers & Acquisitions – “announced” in quotes for a reason, more in a moment – has breached the $700 billion year-to-date for the …