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Monthly Archives: November 2023
Bulk of equity losses happen during rate cutting cycles, not before
Reminder: while equity bear markets typically start from full employment and an expanding economy, the bulk of cycle losses (81%) happen once recessions begin (blue bars below since 1933), when the unemployment rate is jumping, and central banks are slashing … Continue reading
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Real estate cycle hitting hard
Each week, more people realize they have too much overhead and need to cut costs. Our family knows several people in all different age groups who bought or borrowed against real estate during the pandemic and are now trying to … Continue reading
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Sri-Kumar: base case is something breaks soon
Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins ‘Squawk Box’ to discuss the latest market trends, the Fed’s inflation fight, why he believes the Fed will hold rates steady again at its next policy meeting because ‘they just don’t know … Continue reading
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