by Lance Roberts | Jan 26, 2021 | alerts, Markets/Economy, Real Investment Advice
Why we reduced risk last week. During the last few weeks, I have discussed the rising levels of exuberance in the markets. On Friday, I tweeted the following: Money flows very close to flipping negative. I might be a few days early but we are dropping #equity exposure...
by Lance Roberts | Jan 23, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Bulls Continue To Push Stocks Higher As Risk Rises.” Bulls Push Stocks To New Highs Market Queuing Up For A Correction The Fed Broke It Portfolio Positioning MacroView: The Problem With Analysts Forecasts Sector & Market Analysis 401k...
by Lance Roberts | Jan 19, 2021 | alerts, Markets/Economy, Real Investment Advice
During the past couple of weeks, I have discussed the rising levels of exuberance in the markets. Importantly, that exuberance combined with surging margin debt levels warns of an impending correction. I recently discussed why this is not a “new bull...
by Lance Roberts | Jan 16, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Everyone Is In The Pool. More Buyers Needed.” Everyone Is In The Pool Sentiment & Technicals Pushing Extremes A Heat Map Of Valuations Investor Resolutions MacroView: Yellen’s Arranged Marriage To The Fed Sector & Market...
by Lance Roberts | Jan 12, 2021 | alerts, Markets/Economy, Real Investment Advice
With 2021 already off to a good start, with the market up almost 2% in January, such is an excellent time to review our “investor resolutions.” So Goes January There is an abundance of “Wall Street Axioms” surrounding the first month of the New...
