by Lance Roberts | Sep 19, 2023 | alerts, Markets/Economy, Real Investment Advice
While September has been a bit sloppy so far, will further weakness in October weigh on investor sentiment before the seasonally strong period begins? As shown by the S&P 500 index seasonality chart below, weakness in the last two weeks of September and the first...
by Lance Roberts | Sep 15, 2023 | alerts, Markets/Economy, Real Investment Advice
The term “Bond Vigilantes” is a nostalgic twist on an old-west theme. In the nineteenth century, the American West formed self-appointed groups, or committees, to seize the duties of law enforcement and judicial authority in situations when citizens found law...
by Lance Roberts | Sep 12, 2023 | alerts, Markets/Economy, Real Investment Advice
“(Market) Predictions Are Difficult…Especially When They Are About The Future” – Niels Bohr Okay, I took a little poetic license, but the point is that while we try, predictions of the future are difficult at best and impossible at worst. If we could accurately...
by Lance Roberts | Sep 8, 2023 | alerts, Markets/Economy, Real Investment Advice
Since the beginning of the year, economic data has continued to defy the recession calls of 2022. Therefore, it is unsurprising that economic data surprised analysts’ more dire predictions last year. Of course, given the underestimation of the economy previously, the...
by Lance Roberts | Sep 5, 2023 | alerts, Markets/Economy, Real Investment Advice
Mega-cap stocks continue to dominate the market in 2023. The question is, why? After all, many other great companies have arguably much better valuations and fundamentals. Yet, those companies continue to lag the market’s overall returns as the bifurcation between the...
