by Lance Roberts | Apr 4, 2023 | alerts, Markets/Economy, Real Investment Advice
The market bottomed last October despite ongoing concerns about inflation, higher rates, recessionary risks, and a banking crisis. While the media headlines and youtube podcasts are filled with “crisis” headlines, as noted in “Analysts Raise Estimates,” expectations...
by Lance Roberts | Mar 31, 2023 | alerts, Markets/Economy, Real Investment Advice
As the Fed tightens monetary policy, a banking crisis is historically the first evidence that something was breaking. As noted recently in “Not QE,” “Last week, amid a rash of bank insolvencies, government agencies took action to stem a potential banking crisis. The...
by Lance Roberts | Mar 28, 2023 | alerts, Markets/Economy, Real Investment Advice
Despite an ongoing “banking crisis,” investors continue to chase stocks triggering several bullish buy signals. As noted in this past weekend’s newsletter, two primary reasons exist for this current dichotomy. The first is psychological, and the second is purely...
by Lance Roberts | Mar 24, 2023 | alerts, Markets/Economy, Real Investment Advice
Recession indicators are ringing loudly. Yet, the Fed remains focused on its inflation fight, as repeatedly noted by Jerome Powell following this week’s FOMC meeting. During his press conference, he specifically made two critical comments. The first was that inflation...
by Lance Roberts | Mar 21, 2023 | alerts, Markets/Economy, Real Investment Advice
“QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade, but will “Not QE” be the same? Last week, amid a rash of bank insolvencies, government agencies took action to stem a potential banking crisis. The FDIC, the Treasury, and the Fed...
