Rudi Fronk and Jim Anthony
Articles by Rudi Fronk and Jim Anthony
The U.S. monetary and fiscal authorities are shoveling trillions of dollars into the U.S. economy to prevent a collapse of the economy and the financial system. Will this money be repaid or otherwise withdrawn from the system? If not, what...
First and foremost, valuations are too high. Third-quarter results have been disappointing. Investors are realizing that sales and earnings cannot grow fast enough to keep the market at record valuations.
Second, the stock market is...
Second, the stock market is...
As we have noted, there is a very important difference between a bull market and a bubble. Valuations are certainly one means of distinguishing them. In retrospect, we can recognize previous historic bubbles such as 1929 and 2000. When...
Markets are expecting a Trump economic miracle with real GDP growth estimates of 4% per year and more. The cheerleaders cite tax cuts, infrastructure spending and deregulation unleashing a wave of new economic activity. But that's not...
