by Lance Roberts | Oct 3, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Trump’s COVID Infects The Market Bounce, Is It Over?” Administrative Note Market Catches Trump’s COVID Infection. Does It Matter Who Wins The Election? Portfolio Positioning Update MacroView: The Astonishing Lack Of Value In...
by Lance Roberts | Sep 22, 2020 | alerts, Markets/Economy, Real Investment Advice
Last week, we asked the question: “Is everything ‘priced in?’” On Monday, the market realized no help is coming as the political backdrop worsened markedly. However, we need to back up a little bit to discuss how we got here. In the middle of...
by Lance Roberts | Sep 19, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “The Pre-Election Correction Continues, Is It Over?” The Correction Continues A Historical Look At Pre- And Post-Election Years Will Policy Matter Portfolio Positioning Update MacroView: A Permanent Shift To Valuations Sector & Market...
by Lance Roberts | Sep 15, 2020 | alerts, Markets/Economy, Real Investment Advice
Is everything “priced in?” Investors have gone “all in” with a disregard for caution. But with markets extended and overvalued what should investors do now? As discussed in this past weekend’s newsletter, investors got even more...
by Lance Roberts | Sep 12, 2020 | alerts, Markets/Economy, Real Investment Advice
In this issue of “Correction Makes Speculators Even More Speculative.” The Correction We Warned About Speculators Get Even More Speculative Longer-Term Market Still Very Overbought Portfolio Positioning Update MacroView: A Permanent Shift To Valuations...
