by Lance Roberts | May 31, 2022 | alerts, Markets/Economy, Real Investment Advice
Will the Fed pause its rate hikes as markets correct? That is the question that everyone is trying to answer. Of course, after more than a decade of monetary interventions, investors have developed a “Pavlovian” response to market declines and the “Fed Put.” Classical...
by Lance Roberts | May 28, 2022 | alerts, Markets/Economy, Real Investment Advice
Market Finally Rallies Over the last few weeks, we have been a bit of a broken record suggesting a counter-trend rally was likely. However, that rally remained very elusive. Finally, a rally took hold this week, as investors found reasons to be bullish pushing the...
by Lance Roberts | May 24, 2022 | alerts, Markets/Economy, Real Investment Advice
Is a “lost decade” ahead for markets? We and many others have discussed a topic regarding financial market valuations and forward returns. Now, halfway into 2022, all of a sudden, the “crazy talk” of valuations seems a lot less crazy as bear markets growl. However, it...
by Lance Roberts | May 21, 2022 | alerts, Markets/Economy, Real Investment Advice
Market Review & Update The market rally we hoped for ended abruptly as retail reports showed a recession is coming. However, since the stock market leads the economy, a recession could already be here. A review of the current market and 2008 is helpful. I am not...
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...
