by Lance Roberts | Jan 17, 2023 | alerts, Markets/Economy, Real Investment Advice
The “pain trade” is likely higher over the next few weeks. I touched on this topic in this past weekend’s “Bull Bear Report:” Not surprisingly, the “bullish” short-term outlook garnered a substantial amount of pushback. However, there is more to this outlook than just...
by Lance Roberts | Jan 13, 2023 | alerts, Markets/Economy, Real Investment Advice
Home prices have started to correct as interest rates rose sharply in 2022. However, the real problem for home prices is still coming in 2023 as the standoff between sellers and buyers comes to a head. However, before we get there, let’s review how we got here. Since...
by Lance Roberts | Jan 10, 2023 | alerts, Markets/Economy, Real Investment Advice
The lag effect of monetary policy changes will surprise the Fed as the fiscal “pig” of stimulus begins to exit the economic “python.” For those unfamiliar with the term “pig in a python,” it refers to when a python consumes its prey. It does so by swallowing it whole,...
by Lance Roberts | Jan 6, 2023 | alerts, Markets/Economy, Real Investment Advice
Just recently, James Bullard, President of the St. Louis Federal Reserve, suggested the central bank might need to employ the “7% solution” to ensure the complete destruction of inflation. As we have discussed previously, the fear is repeating the policy errors of the...
by Lance Roberts | Jan 3, 2023 | alerts, Markets/Economy, Real Investment Advice
For many investors who started their investing journey following the financial crisis, forward returns will be disappointing compared to the last decade. But it won’t be solely due to high valuations. I recently discussed why the next “Secular Bear Market” may have...
