by Lance Roberts | Jun 9, 2023 | alerts, Markets/Economy, Real Investment Advice
Since October 2022, the stock market has traded consistently higher as earnings improved. With the first quarter earnings season behind us and the second quarter approaching, will earnings improve further? In 2021 and 2022, we wrote several articles discussing why...
by Lance Roberts | Jun 6, 2023 | alerts, Markets/Economy, Real Investment Advice
In several recent blog posts and weekly Bull Bear Reports, we discussed our concern over the narrow breadth of the rally in 2023. To wit: “The A.I. chase is making for a very narrow market. As Bob Farrell once quipped: “Markets are strongest when they are broad and...
by Lance Roberts | Jun 2, 2023 | alerts, Markets/Economy, Real Investment Advice
Could monetary conditions be supportive of the “soft landing” scenario? While the “recession” versus “no recession” debate rages, there is a precedent for a “soft landing” scenario. Such is where the economy slows substantially but avoids a deeper contraction....
by Lance Roberts | May 30, 2023 | alerts, Markets/Economy, Real Investment Advice
Lately, we discussed macro-related market issues such as the” A.I., chase,” but a technical review can help manage shorter-term risks. Currently, the debate is about the market rally from the October lows. Is it a resumption of the 2009 bull market trend or an...
by Lance Roberts | May 26, 2023 | alerts, Markets/Economy, Real Investment Advice
I received many emails and questions on “why” we are adding the U.S. Treasury bond to our portfolios. The question is understandable, given its dire performance in 2022, where bonds had the biggest drawdown since 1786. However, there is, as they say, “more to the...
