"Way Too Much Is Priced Into This Market" | Mike Shedlock

"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 unemployment has rising to 4.3%, triggering the Sahm Rule recession indicator. And credit card and auto loan delinquencies are spiking. Wait -- those sound pretty concerning... So, what's the true health of the economy? Are we still on track for a soft/no landing scenario as we've been told for many quarters? Or might it be wise to start preparing for something harder? For answers, we're fortunately to speak today with someone who tracks the unfolding macro data on a daily basis, Mike "Mish" Shedlock, publisher of MishTalk.com WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #recession #marketcorrection #unemployment

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Jaksot(684)

Surviving The Fourth Turning | Neil Howe

Surviving The Fourth Turning | Neil Howe

Famed demographer Neil Howe, author of The Fourth Turning, has just finished writing a new book with practical advice on how to survive it.If history is any guide, we need to prepare for:1) a financia...

18 Loka 1h 32min

It's A Tricky Market Right Now | Lance Roberts

It's A Tricky Market Right Now | Lance Roberts

BUY THE REPLAY OF THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE at https://www.thoughtfulmoney.com/conferenceAs volatility has increased and capital races back & forth between growth and value sectors, ma...

17 Loka 47min

Is The Market Hitting Its Breaking Point? | Jesse Felder

Is The Market Hitting Its Breaking Point? | Jesse Felder

ONLY DAYS LEFT TO LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceFor the past several years, A.I. stocks ("the New Economy") ...

15 Loka 1h 5min

When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf Richter

When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf Richter

ONLY DAYS LEFT TO LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceWant to know what will trigger the next recession?Just watch...

14 Loka 1h 7min

It's A New World Order For Markets | Cameron Dawson

It's A New World Order For Markets | Cameron Dawson

ONLY DAYS LEFT TO LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe 40-year bull market in bonds is over, states Cameron Daw...

13 Loka 45min

High Yields To Pull Asset Prices Down | Danielle Park

High Yields To Pull Asset Prices Down | Danielle Park

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceRising bond yields are actually a good thing, says money manager Danielle Park...

11 Loka 1h 40min

Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts

Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceWORRIED ABOUT THE MARKET? SCHEDULE Portfolio manager Lance Roberts calculates ...

10 Loka 1h 36min

Markets Face A Double-Threat Today | Jim Iuorio

Markets Face A Double-Threat Today | Jim Iuorio

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevClear signs that AI stocks are in a major bubble, along with swiftly-rising b...

8 Loka 1h 2min

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