by Lance Roberts | Mar 27, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 03-27-21 issue of “Market Rallies On Powell’s Easy Money Promise.” Market Review And Update Powell’s “Easy Money” Promise Stock Buybacks Gone Wild Portfolio Positioning #MacroView: Could A Transaction Tax Be A Good Thing? Sector & Market Analysis 401k Plan...
by Lance Roberts | Mar 23, 2021 | alerts, Markets/Economy, Real Investment Advice
The end of the value trade may be near as investors push prices beyond economic growth expectations. Interestingly, it was just last year that I wrote: “The Rotation To Value Is Inevitable.” The critical point of that article was this: “The market’s surge higher since...
by Lance Roberts | Mar 20, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Powell Can’t Raise Rates As Economy Remains On Life-Support.” Market Review And Update Powell Says No Rate Hikes An Economic Coma Portfolio Positioning #MacroView: Is “Hyperinflation” Really A Threat Sector & Market Analysis 401k Plan Manager...
by Lance Roberts | Mar 16, 2021 | alerts, Markets/Economy, Real Investment Advice
Yes. We are in a stock market bubble. But what if conventional methods of examining market cycles miss a crucial point? While we often talk about parts of cycles (bull or bear), exploring the full-market cycle may provide another way to look at long-term bubble...
by Lance Roberts | Mar 13, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Bulls ‘Rush In’ With More Stimulus On The Way 03-12-21.” Market Review And Update Speculation Alive And Well Yes, Rising Rates Will Matter Portfolio Positioning #MacroView: Yellen’s “Go Big” MMT Plan May Disappoint Sector & Market Analysis 401k...
