A hub for independent voices and hard truths
They are pumping the Stock Market up for the Fall 2023 Crash. Invest Wisely. Active managers had less than 20% exposure to equities last October when the S&P 500 was at 3,500. Today their equity exposure has jumped above 99% …
Fund managers are incentivized to push the soft landing narrative; their income depends on faith in the market. h/t DesmondMilesDant
Recent stock market surge deviates from reality, with fund managers buying overvalued stocks to catch up, pushing the market higher. https://twitter.com/MFHoz/status/1674879653008359424 Look at NAIIM, they are fully invested now. — The Macro Pulse (@TheMacroPulse) June 30, 2023 Nine months down, …
Bond Investors Say a “Nasty” Recession in the U.S. Is Inevitable According to some of the world’s biggest bond managers from Fidelity International to Allianz Global Investors, the United States is heading for a recession. They’re sticking to their forecasts …