by Lance Roberts | May 17, 2022 | alerts, Markets/Economy, Real Investment Advice
The disinflationary impact of Fed policy on equities is coming. There is currently much debate in the mainstream media suggesting investors should ignore Fed rate hikes. To wit: History suggests U.S. stocks are poised to experience more volatility following the rise...
by Lance Roberts | May 10, 2022 | alerts, Markets/Economy, Real Investment Advice
Investor sentiment has become so bearish that it’s bullish. One of the hardest things to do is go “against” the prevailing bias regarding investing. Such is known as contrarian investing. One of the most famous contrarian investors is Howard Marks, who once stated:...
by Lance Roberts | May 7, 2022 | alerts, Markets/Economy, Real Investment Advice
Stock Market Rollercoaster I can almost repeat last week’s opening note: “Another tough week, and month, for the market. Ongoing concerns about inflation, earnings, and economic growth, continue to pressure stocks. As noted last week, there is a tremendous amount...
by Lance Roberts | May 3, 2022 | alerts, Markets/Economy, Real Investment Advice
Originally Published At Epoch Times “Don’t be bearish.” That was the message delivered by a Wall Street Journal article in August 2021, discussing the “new generation” of “financial media stars.” To wit: “As the U.S. retreated amid the pandemic to its couches,...
by Lance Roberts | Apr 26, 2022 | alerts, Markets/Economy, Real Investment Advice
A bull market in bonds is set to return with a vengeance as the Fed once again makes a policy mistake. I recently discussed the surge in bond yields noting that such events have previously led to more unwelcome market and economic outcomes. “As shown below, the surge...
