Why The Next Bear Will Be Bad

Thought the month of October was bad? If so, you ain’t seen nothing yet. Why? Because the United States has been battling an increasingly challenging case of economic arrhythmia in recent years. And while potentially rather harmless and manageable at one time, policy makers have repeatedly refused to learn from the past, letting the problem fester and grow. Eventually, the rhythm is gonna get this market in a big time way.

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All Along The Watchtower

When it comes to investing, are you the joker or the thief?

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Still Bullish On Bonds

The bond market delivered a shock to the system this week. After quietly ending the trading day at 3.05% on Tuesday, the 10-Year U.S. Treasury yield exploded to the upside on Wednesday by 10 basis points to close at 3.15%. The benchmark Treasury yield reached as high as 3.21% early Thursday before settling back into the afternoon. This is a big move for bonds in just two trading days – think 70 points falling off the S&P 500 Index in a similar amount of time – and it raises an important question that many bond investors are left pondering as we head toward the end of the trading week. Is the long elusive inflationary beast finally being unleashed on capital markets?

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4 Reasons Why The Bull Market Has Further To Run

The U.S. stock market remains strong and resilient. While the expected returns on the S&P 500 Index over the next decade are modest at best and likely to come with bouts of sharp downside volatility, the short-term outlook remains constructive. Today’s stock bull market appears set to continue running higher in the coming months for several reasons.

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The Dark Decade Ahead

The U.S. stock market outlook is increasingly bleak. It’s not necessarily bleak for the next few months or over the next year for that matter. In fact, I continue to believe the U.S. stock market remains the best place in the world to concentrate equity exposures with a broad asset allocation framework for now. But the longest bull market in history by some measures will eventually meet its maker. And what lies after may prove most unpleasant for the zillions of investors that have piled into passive index products over the last several years. Are you ready?

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