by Lance Roberts | Mar 17, 2023 | alerts, Markets/Economy, Real Investment Advice
Could the consensus view of a “no recession” scenario be wrong? As portfolio managers, this is the question we ask ourselves daily. Since the lows of last October, the technical backdrop has improved markedly, as discussed last week in “Bear Trap.” To wit: “Our most...
by Lance Roberts | Mar 14, 2023 | alerts, Markets/Economy, Real Investment Advice
With the collapse of Silicon Valley Bank, questions of potential “bank runs” spread among regional banks. “Bank runs” are problematic in today’s financial system due to fractional reserve banking. Under this system, only a fraction of a bank’s deposits must be...
by Lance Roberts | Mar 10, 2023 | alerts, Markets/Economy, Real Investment Advice
Warren Buffett defended stock buybacks in Berkshire Hathaway’s annual letter, pushing back on those railing against the practice he believes benefits all shareholders. “When you are told that all repurchases are harmful to shareholders or to the country, or...
by Lance Roberts | Mar 7, 2023 | alerts, Markets/Economy, Real Investment Advice
Is the recent correction a “bear trap?” Or is the bounce just a selling opportunity for a return of the bear market? “A bear trap occurs when there is a bearish correction or reversal amid an overall uptrend. A downward correction sees shorting temporarily overcoming...
by Lance Roberts | Mar 3, 2023 | alerts, Markets/Economy, Real Investment Advice
Gen Zers, according to a recent Magnify Money survey, are overly optimistic about being wealthy. In fact, according to the survey, they are THE most financially optimistic generation. To wit: “Nearly three-quarters (72%) of Gen Zers believe they’ll become wealthy one...
