by Lance Roberts | Jan 16, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Everyone Is In The Pool. More Buyers Needed.” Everyone Is In The Pool Sentiment & Technicals Pushing Extremes A Heat Map Of Valuations Investor Resolutions MacroView: Yellen’s Arranged Marriage To The Fed Sector & Market...
by Lance Roberts | Jan 12, 2021 | alerts, Markets/Economy, Real Investment Advice
With 2021 already off to a good start, with the market up almost 2% in January, such is an excellent time to review our “investor resolutions.” So Goes January There is an abundance of “Wall Street Axioms” surrounding the first month of the New...
by Lance Roberts | Jan 9, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Bulls Loving The Heads I Win, Tails I Win” Market Bulls Loving The “Heads I Win, Tails I Win” Market The Risk To The Bullish View Is The Reflation Trade Over? Portfolio Positioning Update MacroView: The Two Primary Risks In...
by Lance Roberts | Jan 5, 2021 | alerts, Markets/Economy, Real Investment Advice
Welcome to 2021. As we kick off a new year, we begin with the S&P 500 trading at historical extremes. It is essential to have some perspective to set reasonable expectations for future returns and quantify the “risk” of something going wrong. As we...
by Lance Roberts | Jan 1, 2021 | alerts, Markets/Economy, Real Investment Advice
In this issue of “So Far, The Bulls Are Disappointed In Santa.” An Administrative Note Only Two-Days Left For Santa To Deliver Portfolio Positioning Update MacroView: Shades Of 1999 As “Market Mania” Returns Sector & Market Analysis 401k...