Risk
What if the Economy Has a No-Landing Outcome?
Everyone expects a soft landing, but Ned Davis sketches how that felicitous result might not happen.
Everyone expects a soft landing, but Ned Davis sketches how that felicitous result might not happen.
When the S&P 500 advances more than 20%, as it did in 2023, history says it will climb an average 10% in the next year, an investment sage finds.
Some allocators and managers are doing this, expecting a price pop ahead and collecting nice interest payouts along the way.
It “makes no sense” for things to just dither along with no changes, insist Jeffrey Roach and other Wall Streeters.
Maintaining a position just short of a recession is almost impossible to do, the research shop says.