1. The macro environment in 2024 differs significantly from 2016, suggesting the effectiveness of the 2016 Trump playbook may be diminished. 2. Inflation is higher, debt and deficits are greater, and the global economy is on the brink of recession. 3. The S&P 500 is in a bubble, with the Shiller P/E ratio at a second-highest level ever.
Related Articles
- PDI: Inflection Point Ahead2 months ago
- Get In Before It's Obvious: The Biggest Bull Market Of The Decade Could Already Be Underway3 months ago
- What Cooling U.S. Inflation Could Mean For The Bond Market3 months ago
- Forget About Rate Cuts As Inflation Heads Sharply Higher3 months ago
- Income Strikes Back: 3 Must-Own Dividend Stocks For What's Coming4 months ago
- Retire Rich, Stay Rich - 2 Yield Giants That Power Through Anything4 months ago
- May FOMC Meeting: Waiting For More Clarity4 months ago
- Ray Dalio Warns Of 'Something Worse Than A Recession' - Our Approach5 months ago
- What Moved Markets This Week5 months ago
- The Fed Has A Big Problem - And No Clear Solution6 months ago