by Lance Roberts | Feb 2, 2024 | alerts, Markets/Economy, Real Investment Advice
As the financial markets grind higher, retirement savers have consciously decided to add more to equity risk. Such was the result of a recent Bloomberg survey. “Retirement savers want more stocks in their portfolios as a hedge against inflation, potentially offering a...
by Lance Roberts | Jan 30, 2024 | alerts, Markets/Economy, Real Investment Advice
I received an email this past week concerning George Soros’ “Theory Of Reflexivity.” “I am not a fan of Soros, but this market has the look and feel of the dot com bust of 2000. In a few short words, the AI investment phenomenon is feeding on itself just as the...
by Lance Roberts | Jan 26, 2024 | alerts, Markets/Economy, Real Investment Advice
As money market account balances soar, the mainstream media again proclaims, “There is $6 trillion of cash on the sidelines just waiting to come into the market.” No? Well, here it is directly from YahooFinance: “The growing pile of cash in money market funds should...
by Lance Roberts | Jan 23, 2024 | alerts, Markets/Economy, Real Investment Advice
As the stock market hit all-time highs this past week, there remains an interesting disconnect from the more dour economic concerns of the average American. A recent survey by Axios, a left-leaning website that supports the current Administration, addressed this...
by Lance Roberts | Jan 19, 2024 | alerts, Markets/Economy, Real Investment Advice
Economic growth continues to defy expectations of a slowdown and recession due to continued increases in deficit spending. In fact, the U.S. Treasury recently reported the December budget deficit, which shows the U.S. collected $429 billion through various taxes while...
