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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.

Economics 171
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Financial Market Round-Up – Jul’23

Truemind Capital

Equity Market Insights : Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards.

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Financial Market Round-Up – Jan’24

Truemind Capital

The stories have the potential to draw many investors into the overvalued market, leaving them distraught after the correction. Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. You can write to us at connect@truemindcapital.com or call us at 9999505324.

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Monday links: old finance articles

Abnormal Returns

allstarcharts.com) And valuations are still attractive. economist.com) With economic sanctions in place, it's back to the future for the Russian auto industry. fortune.com) Economy Three things that are dampening economic pain, including remote work. Small caps Small caps are outperforming of late.

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Disciplined Outlook – Where Are We Now?

Discipline Funds

1 It’s interesting in the context of economic growth as we tend to think of economic growth across “cycles” or repeating ups and downs. In other words, it was the inevitable overreaction and blow off top from the 10+ year bull market that was already in motion. During the booms firms will soak up excess labor.

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Recession Storm Fears Reign Supreme as Stocks Gain Steam

Investing Caffeine

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. Investors Waiting for Another Flood While the calls for a hard economic landing remain, healthy GDP growth ( +2.9%

Economy 59
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Insane Gain After Fed & Ukraine Pain

Investing Caffeine

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. Source: GasBuddy.com.

Economy 59