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— - 2 GMO's Jeremy Grantham - 2 David Rosenberg - 1 Merrill Lynch — - 1 Rosenberg - 1 It's - 1 Louis - 1 Societe Generale's Albert Edwards - 1
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Search resuls for: "GMO's Jeremy Grantham"


7 mentions found


☆ A famed economist who called the 2008 recession warns stocks look 'eerily similar' to how they did before their 25% drop in 2022 — and says the US economy is still heading for a downturn
  + stars: | 2024-01-13 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
He is the founder of Rosenberg Research and the former chief economist at Merrill Lynch — and he called the 2008 recession. Rosenberg ResearchRosenberg's model takes into account stock valuations, investor sentiment, market technicals, investor positioning, and macro fundamentals. Here's The Conference Board's Leading Economic Index, which bundles together manufacturing data, bond and stock market performance, housing market activity, and consumer sentiment data. The economy doesn't jump from a tight labor market to layoffs," Rosenberg said in a note on Friday. Labor market and inflation data in the months ahead will tell the story for the US economy.
Persons: David Rosenberg, Merrill Lynch —, Rosenberg, It's, —, Louis, GMO's Jeremy Grantham, Societe Generale's Albert Edwards Organizations: Rosenberg Research, Business, Research, Federal Reserve Bank of St, CNN, National Federation of Independent Businesses, Rosenberg, Societe Generale's, Federal, Labor, CPI
☆ The S&P 500 is in a historic bubble and could crash by 63%, markets guru John Hussman warns
  + stars: | 2023-10-17 | by ( Theron Mohamed | ) www.businessinsider.com   time to read: +3 min
Stocks are in a historic bubble and could crash by over 60%, John Hussman says. The markets guru says the S&P 500 looks very expensive and is priced to yield negative returns. He cautioned that virtually every market cycle in history has ended with projected S&P 500 total returns returning to historical norms. Hussman noted the S&P 500 is priced today for a negative return over the next 10 to 12 years. The markets guru said stocks won't necessarily crash, but "when the bough breaks, my sense is that it may break abruptly."
Persons: John Hussman, Hussman, Jeremy Grantham, —, Buckle, GMO's Jeremy Grantham Organizations: Service, Investment, Federal
☆ 'The equity market is poised to struggle in the weeks and months ahead': Comerica Bank's CIO says the S&P 500 is primed for a 15% drop as weak earnings, high valuations, and a hawkish Fed all work aga
  + stars: | 2023-04-22 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
Year-to-date, the S&P 500 is up 8%. Plus, when the Consumer Price Index is between 4-6% like it is now, it usually dictates that the S&P 500 trades at a lower multiple than it is. "For example, at the current S&P 500 P/E of 19, the earnings yield for stocks is 1 divided by 19, or ~5.2%. While he sees 15% downside in the months ahead, he also believes the S&P 500 will return to current levels by the end of 2023. Morgan StanleyWilson has also repeatedly warned of an earnings recession ahead, and recently said that the pullback in lending from banks strengthens his case.
☆ 'Big Short' legend Michael Burry issues a grave warning to investors with a one-word tweet: 'Sell.'
  + stars: | 2023-02-01 | by ( Theron Mohamed | ) www.businessinsider.com   time to read: +3 min
Burry recently compared the S&P 500's rebound to its short-lived rally during the dot-com crash. The benchmark S&P 500 index gained 6.2% in January, while the tech-heavy Nasdaq Composite surged 11%, marking its best January performance since 2001. Burry has been pouring cold water on the stock rally this year. The implication was that the S&P 500's 17% rally since last October's low could also prove short-lived. GMO's Jeremy Grantham recently declared the S&P 500 could plummet 50% in a worst-case scenario, while Universa Investments's Mark Spitznagel diagnosed the "greatest tinderbox-timebomb in financial history."
☆ 100 years of stock-market history show the sell-off is likely only half done, says a 30-year market vet who called the downturn. Here are 3 criteria to watch to know when the worst is over.
  + stars: | 2022-11-19 | by ( William Edwards | ) www.businessinsider.com   time to read: +7 min
Jon Wolfenbarger thinks stock-market investors are still too optimistic that a bear market bottom is coming sometime in the immediate-to-near future. When bear markets occur when valuations are relatively high, the bear markets tend to drag on longer. The median bear market length during periods of high valuation among those listed above is 17 months, Wolfenbarger said, compared to 13 months when valuations are attractive. Given that the current market sell-off began amid some of the highest valuations in history, Wolfenbarger said he expects the bear market to last 17 months or longer. Wolfenbarger's views in contextIn June, Societe Generale conducted a similar analysis to Wolfenbarger's and looked at bear markets over the last 150 years.
☆ Lloyd Blankfein reminds investors that plenty could go right to send the stock market higher despite overwhelmingly negative sentiment
  + stars: | 2022-10-31 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +4 min
This year's stock market decline has flipped sentiment, turning most investors overly negative. But former Goldman Sachs CEO Lloyd Blankfein reminded investors that any good news could send stocks higher. But according to Blankfein, sentiment has shifted overly negative as market participants digest the continuous flow of bad news. "Seems EVERYONE negative on the [market] with sticky inflation, more rate hikes, other bad stuff ahead," he tweeted over the weekend. GMO's Jeremy Grantham said the fundamentals are as bad as "we have ever seen," adding that the US stock market is in the early stages of deflating a "super bubble."
☆ A former top TD Ameritrade technical analyst says stocks have yet to bottom as shares of several major firms remain 'disconnected' from reality — and warns the market could fall another 22%
  + stars: | 2022-09-17 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
The S&P 500 is down 19% in 2022. Since January 3, the S&P 500 is down more than 19%. All except for Apple have underperformed the S&P 500, though they are more on par with the performance of the tech-heavy Nasdaq 100, which is down 28.1% this year. It currently sits at 27.54, and tends to rise when the S&P 500 falls. Markets InsiderWhen all is said and done, Bierman said he thinks the S&P 500 will bottom out somewhere between 3,000-3,300.
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