- Not All Recession Theories Make Sense - Austrians are different than Keynesians.?Austrians think recessions are caused by government failure, while Keynesians think they are caused by market failure.?Take the 2008 financial panic.?Was it market failure and bad business models or was it using the government to subsidize housing plus mark-to-market accounting??We believe the latter…without the subsidies and bad accounting rule, the recession might not have happened at all.
- Bearish in a Bull Market - Morgan Stanley strategist Mike Wilson finally capitulated and apologized for getting the market wrong the last nine months. He was everyone’s favorite analyst in 2022. King of the Bears. I haven’t seen that much drooling over a strategist since Abby Joseph Cohen in 1999. We all live long enough to see our reputations ruined.
- Use This ‘Goldilocks Market’ to Prepare for Its Eventual End - Talk of Goldilocks has taken hold in the markets, and with it the risk-taking allure of not-too-hot and not-too-cold investing conditions. Just a few weeks ago the market was preparing for two or more hikes and a well-telegraphed recession to prompt the start of a Federal Reserve (Fed) easing cycle in the second half of 2023, but now consensus is rapidly building for no more hikes after July and no recession at all. Two-year and 10-year Treasury yields have retreated some 30 basis points from recent peaks, and stocks have rebounded.
- One for Millennials and Gen Z - "I was 25 years old in 1984 and had finally saved enough to start thinking about the future and starting an Individual Retirement Account (IRA). Intuition told me that an investment with hopefully a time horizon of at least 40 years was somehow unrelated to the day-to-day stories of “the market.” My intuition has been proven correct, and hopefully today’s Millennials and Gen Z will take these simple lessons to heart as they too begin to seriously consider the future."
- July 2023 Equity Market Outlook: Positive sentiment emerges as inflation slows - As inflation continues to subside, is investor sentiment turning more positive?
Meketa Investment Group, a consulting company with a rich history, wants to make the complicated language of investing easier for everyone.?In this episode Jason Josephiac and Ryan Lobdell of Meketa Investment Group discuss the educational paper they released this year that tries to clear up much of this confusion.
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