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2020 Expected to See Sector Divergence Increase
While stocks do tend to move together a lot, and most investors seek to spread their money out among a wide variety of stocks, stock picking is becoming…
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MarketReview author profile
Economics Contributor
ActiveJohn Miller writes about economics as it is experienced—not only in data releases and policy announcements, but in borrowing costs, investment decisions, business conditions and household budgets.
His coverage follows the chain from cause to consequence. A change in interest rates can alter credit conditions; inflation can reshape purchasing power and expectations; employment and government policy can influence both market sentiment and everyday financial choices. John explains those connections without treating economics as a set of isolated textbook ideas.
At MarketReview, he contributes to articles that need more than a description of what happened. His role is to clarify why a trend may be developing, which incentives and constraints are driving it and how the effects can differ for investors, institutions and households. The result is economic analysis grounded in practical financial consequences.
Published work
News, analysis and evergreen financial guides credited to this author.
While stocks do tend to move together a lot, and most investors seek to spread their money out among a wide variety of stocks, stock picking is becoming…
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There is a strong belief persisting that our economy and way of life won’t return to normal until we have a medical solution to this outbreak. Some fear…
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As paltry as the returns from municipal bonds are, at least compared to stocks, they still attract a lot of investment, due to investors thinking that they are…
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The stock market bears have been licking their chops since stocks started to rebound, predicting a second fall and a bigger one this time. Stocks are still holding…
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Legendary hedge fund investor Ray Dalio is particularly known for his understanding of bonds, and has made billions from them. He now thinks that it is “crazy” for…
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Oaktree Capital’s Howard Marks is known for his great timing, specializing in buying stocks when they are beat up. He believes that the market is in that situation…
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David Hammer of bond king Pimco is doing his best to drum up more interest in municipal bonds. Their little scare may be over, but there’s little to…
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Even in the best of times, there are always people who remain bearish, and during full moons like this, really come out to howl at it. Economist Charles…
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The record for the worst economic decline in a single quarter is 10%, set back in 1958. That record has lasted over 60 years, but it’s about to…
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