by Lance Roberts | Feb 20, 2021 | alerts, Markets/Economy, Real Investment Advice
In this 02-19-21 issue of “The Markets, May Be Starting To Worry About Rates.” Market Review And Update Are Rates About To Cause A Problem Risk Appetite Is Extreme Portfolio Positioning #MacroView: Why Stimulus Doesn’t Lead To Organic Growth...
by Lance Roberts | Feb 16, 2021 | alerts, Markets/Economy, Real Investment Advice
One of my favorite investing legends is Oaktree Management’s Howard Marks. His investing wisdom and in-depth knowledge of investor psychology and market dynamics are unparalleled. Given the “speculative mania” we continue to watch in the market, I thought a review of...
by Lance Roberts | Feb 13, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Speculative Mania Continues As It ‘Goes Up In Smoke.’” Market Review And Update Speculative Mania Continues Two Important Threats Portfolio Positioning #MacroView: Why Stimulus Doesn’t Lead To Organic Growth Sector & Market Analysis 401k...
by Lance Roberts | Feb 9, 2021 | alerts, Markets/Economy, Real Investment Advice
As discussed in Bull Mania, the signs of market exuberance did not diminish during the recent correction. With the market well ahead of fundamentals, as money continues to chase performance, the “risk” remains elevated. In this past weekend’s newsletter, “Wall Street...
by Lance Roberts | Feb 6, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Wall Street Wins Again As Gamestop Becomes Game Over.” Market Review & Update It All Ended Badly Very Quickly The Dollar Rally Threat Portfolio Positioning #MacroView: Bull Mania & Charge Of The Light Brigade Sector & Market Analysis 401k...
