by Lance Roberts | Oct 20, 2020 | alerts, Markets/Economy, Real Investment Advice
In yesterday’s post on “Moral Hazard,” we discussed how Fed actions shifted the “risk appetite” of investors through “perceived” insurance against losses. As we head into a potentially contentious election, market...
by Lance Roberts | Oct 17, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Market Stumbles As Stimulus Hopes Fade.” Hopes For More Stimulus Election Night Risk Economic Disappointment Portfolio Positioning Update MacroView: Recessions Are A Good Thing, Let Them Happen Sector & Market Analysis 401k Plan...
by Lance Roberts | Oct 13, 2020 | alerts, Markets/Economy, Real Investment Advice
As discussed in Hopes Of More Stimulus, the market has rebounded following the September decline. Unfortunately, the market has again gotten quite ahead of the fundamentals as money continues to chase performance. In the Q3-2020 review of the Commitment Of Traders...
by Lance Roberts | Oct 10, 2020 | alerts, Markets/Economy, Real Investment Advice, Uncategorized
In this issue of “Market Regains Footing On Hopes Of More Stimulus.” Hopes For More Stimulus Market Regains Its Footing Policies Over Politics Portfolio Positioning Update MacroView: The Second Derivative Of More Stimulus Sector & Market Analysis 401k...
by Lance Roberts | Oct 6, 2020 | alerts, Markets/Economy, Real Investment Advice
In this past weekend’s missive “Trump Infects Markets Bounce,” we discussed even though the market had bounced off support, we still consider it a “sellable rally,” for now. The comment generated quite a few emails, mainly since we also...
