by Lance Roberts | Jan 25, 2022 | alerts, Markets/Economy, Real Investment Advice
Jeremy Grantham recently made headlines with his latest market outlook titled “Let The Wild Rumpus Begin.” The crux of the article gets summed up in the following paragraph. “All 2-sigma equity bubbles in developed countries have broken back to trend. But before they...
by Lance Roberts | Jan 22, 2022 | alerts, Markets/Economy, Real Investment Advice
In this 01-21-22 issue of “Retail Investors Panic As Market Plunges.” Retail Investors Panic The “Value Trade” Isn’t Really A Value Portfolio Positioning Sector & Market Analysis Retail Investors Panic As Market Plunges Last week, we noted: Notably, despite the...
by Lance Roberts | Jan 18, 2022 | alerts, Markets/Economy, Real Investment Advice
The market selloff into January rattled investors as concerns of “So Goes January, So Goes The Year” began to dampen expectations. Combined with a more aggressive stance from the Federal Reserve, rising inflation, and a reduction in liquidity, investor concerns seem...
by Lance Roberts | Jan 15, 2022 | alerts, Markets/Economy, Real Investment Advice
In this 01-14-22 issue of “Inflation Surge Pushes Fed To Hike Rates Faster.” Market Struggles With Inflation Surge The Fed Is Getting Aggressive Portfolio Positioning Sector & Market Analysis Market Struggles With Inflation Surge Last week, we started our...
by Lance Roberts | Jan 11, 2022 | alerts, Markets/Economy, Real Investment Advice
Passive ETFs are hiding a bear market in stocks. That may sound like a strange statement when you look at major stock market indexes hovering near all-time highs. However, much like an iceberg, what we see on the surface hides much of what lies beneath. Such was a...