by Lance Roberts | Nov 7, 2020 | alerts, Markets/Economy, Real Investment Advice
In this 11-06-20 issue of “Market Surges As Election Turns Into Optimal Outcome.” Market Surges As Election Remains Unclear Gridlock Is Best For Markets The Focus Turns Back To The Fed Portfolio Positioning Update MacroView: The Fed Will Monetize All Debt...
by Lance Roberts | Nov 3, 2020 | alerts, Markets/Economy, Real Investment Advice
In “Policies Over Politics,” we discussed the markets’ historical trends during the presidential election years. That data mostly assumes the election process goes smoothly, and a President is declared quickly. However, in 2020, a very different...
by Lance Roberts | Oct 31, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Market Drops As Traders Head For The Pre-Election Exit.” Market Breaks Support Still Trading With Election Year Stats – For Now A Word About That “Boomer” GDP Report Portfolio Positioning Update MacroView: The Fed Will Monetize All Debt Issuance...
by Lance Roberts | Oct 27, 2020 | alerts, Markets/Economy, Real Investment Advice
Here we go again. After plunging to new lows, the calls for the end of the “bond bull” market mount each time rates rise. Is this time the end of the “bond bull?” Or, is there another huge bond-buying opportunity to come? We recently reduced our exposure to bonds,...
by Lance Roberts | Oct 24, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Stimulus. No Stimulus. Market Bounces With Headlines.” Market Bounces With Headlines Back To Excess Optimism Bull Now, Bear Later Portfolio Positioning Update MacroView: Recessions Are A Good Thing, Let Them Happen Sector & Market...
