Monday, February 5, 2024

Market Commentary for the week of February 5, 2024

Bizarro Jerry

This past week’s hyperbolic market activity surprised no one who thinks that we have entered into a “bizarre” phase…..that “down is up” or “left is right”.  The market and its observers are truly in denial about what they are really seeing.  In fact, for nearly three years most detractors have been predicting permanently entrenched inflation, excessive consumer spending, and indefatigable bullish uptrends in the global stock markets.  Its time to set the critics right.

It is our view that the notion of intractable inflation has been misinterpreted because of the Covid pandemic.  One cannot mistake a robust spending spree brought about by being cooped up in one’s home with a secular, definitional inflation.  The negativists are a bit too enthusiastic in their interpretation of alternative facts.

While a modest rebound in inflation did occur, most of that trend was simply a collective outpouring of spending wrought by a stifling inertia that emanated from a legitimate threat to our mortality….one that killed millions of our friends and neighbors…….and extraordinarily gutted supply chains.  In fact, the true center of gravity of this economy is a remarkably low unemployment rate, giving us ample room to digest the changing landscape without inflicting too much damage.  The most significant statistic emerging from the pandemic is that there are enough jobs to go around for those willing to find them.  Additionally, the personal savings rates created by higher interest rates are serving as an added buffer against the economy falling into a hard landing.

When central banks took immediate action to quell the post-pandemic “revenge” spending spree by raising rates they indicated that temporary, not permanent, remedies were required.  However, we are mindful that the onerous effect of these actions has sent some confidence measures in the wrong direction.  As a result, the markets are gyrating based upon “up is down” philosophies.  When it goes up too much, people start to worry; when rates rise over a two month period, the economy is “failing”; etc.  Underpinning the economy is a set of data hard won before  the pandemic ever existed and which remain solid and stable.

To be sure, earnings have been negatively affected by the tumult in economic statistics.  But the secular shift towards growth and expansion is still strong in a majority of sectors.  We believe that P/E multiples will propel the equity markets higher during this year.  The reason: an increasing percentage of that expansion will come from emerging markets; new industries domestically and abroad (biotech, healthcare, energy, agriculture, and infrastructure); and significant capital reserves that will be plowed back into stocks when rates recede.

Bad-bye?

The primary catalyst for earnings acceleration will be the desire to keep inflation low.  Managing borrowing costs and finding a happy medium in which rates are sufficiently “stimulative” are the keys to building public/private confidence in the investment process and creating entrepreneurial innovation.  The government doesn’t need to be the engine of first resort when aggressive R&D combines with sufficient capital reserves.

Moreover, the seeds of today’s economic growth were planted as far back as the last recession in 2008.  The prolific amounts of capital required to bail out the marketplace then are actually paying off now with greater productivity, modernization of plants, and a new manufacturing spirit.  The painful interruption that was Covid only heightened the passion not to screw up what had been carefully orchestrated a decade earlier.

Without question, there will be turns and bumps in any economic cycle…but not one that should lead optimists towards pessimism nor pessimists to rejoice.  Quantitative science tells us that cycles…ebbs and flows…are normal.  The most important statistic is angle of ascent.  Though shallower and less aggressive than many would like, it remains in a trajectory from “bottom left to top right”.  And right now that gives us enough to work with to create portfolio valuation increases for the foreseeable future.    

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